SOCIAL LEVERAGE ADVISORS, LLC

SOCIAL LEVERAGE ADVISORS, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 292690). Regulatory assets under management: $443.7M.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (9)

NameRoleLocation
Thomas Grant PetersonMANAGING MEMBER—
Howard Andrew LindzonMANAGING MEMBER—
Gary David BenittMANAGING MEMBER—
Kordell TheadfordCCO—
LINDZON HOWARD ANDREWMANAGING MEMBER—
PETERSON THOMAS GRANTMANAGING MEMBER; MANAGING MEMBER AND CCO—
BENITT GARY DAVIDMANAGING MEMBER—
MAZINTER JONATHAN LOUISCONTROLLER AND CHIEF COMPLIANCE OFFICER; OPERATIONS MANAGER AND CHIEF COMPLIANCE OFFICER—
Theadford KordellCCO—

Private funds (11)

FundTypeFormedOwnersGross asset valueMin investment
SOCIAL LEVERAGE CAPITAL FUND III, LPVenture Capital FundDelaware130$164.9M$50K
SOCIAL LEVERAGE CAPITAL FUND IV, LPVenture Capital FundDelaware169$83.8M$100K
SOCIAL LEVERAGE ACCESS FUND I, LPVenture Capital FundDelaware85$49.5M$250K
SOCIAL LEVERAGE ASSOCIATES FUND III, LPVenture Capital FundDelaware18$10.8M$38K
SOCIAL LEVERAGE CAPITAL FUND II, LPVenture Capital FundDelaware90$6.8M$25K
SOCIAL LEVERAGE CAPITAL FUND V, LPVenture Capital FundDelaware56$5.5M$250K
SL TA I, LPVenture Capital FundDelaware7$792K$50K
SL LC I, LPVenture Capital FundDelaware5$653K$50K
SL GV I, LPVenture Capital FundDelaware3$598K$50K
SL MSC III, LPVenture Capital FundDelaware3$590K$50K
SOCIAL LEVERAGE CAPITAL FUND I, LPVenture Capital FundDelaware43—$25K

Fund service providers (1)

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