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Legal Advantage Investments, Inc.

● SEC registered since 2020CRD 118131SEC# 801-119120
Export (members)
Reg. AUM
$234.4M
Employees
2
Accounts
165
Location

Legal Advantage Investments, Inc. assets under management

Legal Advantage Investments, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2020. It reports $234.4 million in regulatory assets under management and employs 2 people.

Legal Advantage Investments, Inc. owners & executives

2 reported
NameTitleOwnershipSince
David Mark Spector ControlPresident/Chief Compliance OfficerOver 75%1989
Karen Ann AmmerAdministrative AssistantUnder 5%2005

Frequently asked questions

How much does Legal Advantage Investments, Inc. manage?

Legal Advantage Investments, Inc. reports $234.4 million in regulatory assets under management on its Form ADV.

How many employees does Legal Advantage Investments, Inc. have?

Legal Advantage Investments, Inc. reports 2 employees.

Does Legal Advantage Investments, Inc. disclose fund performance?

Legal Advantage Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone650-714-5989
Office hours9:30 a.m. To 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1841769
Discloses disciplinary historyNo

Assets under management

Discretionary$234.4M
Non-discretionary$0
Total (RAUM)$234.4M