LEGEIS CAPITAL ADVISORS, LLC

LEGEIS CAPITAL ADVISORS, LLC of GREAT NECK, NY is an SEC-registered investment adviser (CRD 332943). Regulatory assets under management: $497.4M.

Registration

• CRD: 332943
• SEC file number: 801-136113
• Type: Registered investment adviser
• Location: 3 GRACE AVENUE, SUITE 100, GREAT NECK, NY, 11021
• Phone: 516-329-9923
• Latest filing: 2026-04-07
• Regulatory AUM: $497.4M
• Discretionary AUM: $497.4M
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Performance.

Clients served: Charities, Investment cos.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332943 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search