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Legeis Capital Advisors, LLC

● SEC registered since 2026CRD 332943SEC# 801-136113Great Neck, NY
Export (members)
Ranks #3,587 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$497.4M
Fund GAV
$497.4M
Private funds
3
Employees
1
Accounts
3
Location
Great Neck, NY

Legeis Capital Advisors, LLC assets under management

Legeis Capital Advisors, LLC is a registered investment adviser overseen by the SEC based in Great Neck, NY. The firm has been registered since 2026. It reports $497.4 million in regulatory assets under management and employs 1 people. Legeis Capital Advisors, LLC manages 3 private funds with combined gross assets of $497.4 million, including Breck SPV, LLC. By regulatory assets, it ranks 3,587 of 5,911 private fund managers.

Legeis Capital Advisors, LLC private funds

3 funds · $497.4M GAV
FundTypeGross assetsMin.
Breck SPV, LLCOther Private$378.6M
Legeis Alpha Upsilon SPV, LLCOther Private$117M
Legeis Omicron Kappa SPV, LLCOther Private$1.8M

Legeis Capital Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Legeis Capital Holdings, L.P. ControlMemberOver 75%2024
Michael Eric Siegel ControlCio And CeoUnder 5%2024
Tracy Aronson Schwartz ControlCoo & CcoUnder 5%2024
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Frequently asked questions

How much does Legeis Capital Advisors, LLC manage?

Legeis Capital Advisors, LLC reports $497.4 million in regulatory assets under management on its Form ADV.

How many private funds does Legeis Capital Advisors, LLC manage?

Legeis Capital Advisors, LLC manages 3 private funds with combined gross assets of $497.4 million.

How many employees does Legeis Capital Advisors, LLC have?

Legeis Capital Advisors, LLC reports 1 employees.

Where is Legeis Capital Advisors, LLC located?

Legeis Capital Advisors, LLC is based in Great Neck, NY and has been SEC-registered since 2026.

Does Legeis Capital Advisors, LLC disclose fund performance?

Legeis Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3 Grace Avenue, Suite 100, Great Neck, NY 11021
Phone516-329-9923
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$497.4M
Non-discretionary$0
Total (RAUM)$497.4M

Service providers

Auditor
Custodian
Administrator