PPrivate Fund Data Log in Join · $37/mo

Leisure Capital Management, Inc.

● SEC registered since 2002CRD 120374SEC# 801-61416Costa Mesa, CA
Export (members)
Reg. AUM
$778.7M
Employees
10
Accounts
323
Location
Costa Mesa, CA

Leisure Capital Management, Inc. assets under management

Leisure Capital Management, Inc. operates as an SEC-registered investment adviser based in Costa Mesa, CA. The firm has been registered since 2002. It reports $778.7 million in regulatory assets under management and employs 10 people.

Leisure Capital Management, Inc. owners & executives

8 reported
NameTitleOwnershipSince
Anne Porter Leisure ControlCo-Trustee Of The Leisure Family Trust Dated 05/19/199550-75%2002
Gideon Samuel Bernstein ControlSecretary/Board Of Directors (since 2011), Co-Trustee Of The Bernstein Family Trust Dated 12/17/2010 (since 2014)10-25%2011
Jeanne Ellen Pepper ControlCo-Trustee Of The Bernstein Family Trust Dated 12/17/201010-25%2014
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Leisure Capital Management, Inc. manage?

Leisure Capital Management, Inc. reports $778.7 million in regulatory assets under management on its Form ADV.

How many employees does Leisure Capital Management, Inc. have?

Leisure Capital Management, Inc. reports 10 employees.

Where is Leisure Capital Management, Inc. located?

Leisure Capital Management, Inc. is based in Costa Mesa, CA and has been SEC-registered since 2002.

Does Leisure Capital Management, Inc. disclose fund performance?

Leisure Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address650 Town Center Dr., Suite 880, Costa Mesa, CA 92626-1989
Phone(714) 384-4050
Fax(714) 384-4051
Office hours8:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1631507
Discloses disciplinary historyNo

Assets under management

Discretionary$778.7M
Non-discretionary$0
Total (RAUM)$778.7M