The LEO FUNDS AMERICAS is a privately held investment adviser that advises $3.97Bn in regulatory assets under management held in 3 SEC fund types across 4 investment strategies. LEO FUNDS AMERICAS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 513.43% over the last 5-years.
The Group has been registered with the SEC for 14 years and is comprised of 3 filing and 1 relying advisers. They operate out of 10 office locations with their Headquarters at 379 THORNALL ST. FLOOR 9, SUITE 9, EDISON, NEW JERSEY. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 67 employees comprised of 57 investment and 10 non-investment staff. The total number of Employees increased by 570% over the last 5-years.
Their $3.97Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $3.14Bn or 79.13% of Total Assets and Individuals own $576.34mn or 14.52% of Total Assets.
The Group's top investment strategies include Multi Strat, FI/Credit - Diverse and Opportunity Zones, representing 74.45%, 17.17% and 4.76% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
LEO FUNDS AMERICAS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.