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Left Brain Wealth Management, LLC

● SEC registered since 2018CRD 170348SEC# 801-113256Naperville, IL
Export (members)
Ranks #4,216 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$310.4M
Fund GAV
$38.5M
Private funds
3
Employees
7
Accounts
650
Location
Naperville, IL

Left Brain Wealth Management, LLC assets under management

Left Brain Wealth Management, LLC is an SEC-registered investment adviser based in Naperville, IL. The firm has been registered since 2018. It reports $310.4 million in regulatory assets under management and employs 7 people. Left Brain Wealth Management, LLC manages 3 private funds with combined gross assets of $38.5 million, including Left Brain Capital Appreciation Master Fund Ltd. By regulatory assets, it ranks 4,216 of 5,911 private fund managers.

Left Brain Wealth Management, LLC private funds

3 funds · $38.5M GAV
FundTypeGross assetsMin.
Left Brain Capital Appreciation Master Fund LtdHedge$19.2M$100K
Left Brain Capital Appreciation Fund, L.P.Hedge$13.6M$250K
Left Brain Capital Appreciation Offshore LtdHedge$5.7M$100K

Left Brain Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Gery Joseph SadzewiczChief Compliance OfficerUnder 5%2014
Noland D Langford ControlManaging MemberOver 75%2014

Frequently asked questions

How much does Left Brain Wealth Management, LLC manage?

Left Brain Wealth Management, LLC reports $310.4 million in regulatory assets under management on its Form ADV.

How many private funds does Left Brain Wealth Management, LLC manage?

Left Brain Wealth Management, LLC manages 3 private funds with combined gross assets of $38.5 million.

How many employees does Left Brain Wealth Management, LLC have?

Left Brain Wealth Management, LLC reports 7 employees.

Where is Left Brain Wealth Management, LLC located?

Left Brain Wealth Management, LLC is based in Naperville, IL and has been SEC-registered since 2018.

Does Left Brain Wealth Management, LLC disclose fund performance?

Left Brain Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address215 Shuman Blvd, #304, Naperville, IL 60563
Phone630-517-9300
Fax224-765-4685
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$310.4M
Non-discretionary$0
Total (RAUM)$310.4M

Service providers