# LEONARD & COMPANY

LEONARD & COMPANY of TROY, MI is an SEC-registered investment adviser.

## Registration

- CRD: 36527
- Type: SEC-registered investment adviser
- SEC file number: 801-60035
- Location: 1450 W. LONG LAKE ROAD, SUITE 150, TROY, MI, 48098
- Phone: 248-952-5858
- Latest filing: 2012-03-29
- Regulatory AUM: $199.8M
- Discretionary AUM: $198.4M
- Non-discretionary AUM: $1.5M
- Clients: 51
- Accounts: 1,560

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| MASON WAYNE RICHARD | CHIEF COMPLIANCE OFFICER | — |
| LEONARD DONALD MARRON | CHIEF EXECUTIVE OFFICER; STOCK HOLDER | — |
| CURRIER JAMES SYLVESTER | 5% OWNER; COO; FINOP (+1 more) | — |
| VILLARREAL JUDITH ANDREA | CHIEF COMPLIANCE OFFICER/AML CO/PRIVACY CO | — |
| WEBER DAVID KEITH | CHIEF FINANCIAL OFFICER/FIN OP | — |
| FRENCH DAINFORTH BAKER JR | PARTIAL OWNER; PRESIDENT; PRESIDENT & CHIEF EXECUTIVE OFFICER | — |
| PLOPA JEFFREY DAVID | CHIEF COMPLIANCE OFFICER | — |
| LEONARD WENDY TERESE | TRUSTEE | — |
| PETT RAYMOND MAX | CHIEF COMPLIANCE OFFICER | — |
| LEONARD WENDY | PERSONAL REPRESENTATIVE | — |
| NAZARIAN ARNOLD MONOOG | CHIEF COMPLIANCE OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| LEONARD GLOBAL MACRO FUND, LLC | Hedge Fund | — | 24 | $542K | $250K |


## Fund service providers (1)

- administrator: GEMINI FUND SERVICES, LLC

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/36527/brochure
- Similar advisers: https://search.stillhousedata.com/firm/36527/similar
- Related entities: https://search.stillhousedata.com/firm/36527/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/36527

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.