Leftskewed Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,480
Clients
1
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$1,480
About
Leftskewed Investment Management, LLC is a registered investment adviser that offers discretionary portfolio management to U.S. individuals who qualify as "qualified clients" and to non‑U.S. citizens. The brochure reports the firm manages a nominal amount of discretionary assets as of the most recent filing and is not currently charging fees to its client.
The firm employs a range of analytic approaches and trading strategies—technical and fundamental analysis, modern portfolio theory, long‑ and short‑term trading, short sales, options, and use of derivatives—and provides advice across many instruments including equities, corporate and municipal debt, ETFs (including leveraged ETFs), PIPEs, structured products, and REITs. Leftskewed does not use a percentage‑of‑assets fee model; instead it charges performance‑based fees for qualified clients and describes policies (periodic senior‑officer reviews and fair‑valuation procedures) intended to address related conflicts.
Compared with many independent advisers, Leftskewed’s combination of performance‑based compensation and active use of complex, higher‑risk instruments and frequent trading is noteworthy and may produce different incentive and risk profiles than firms that charge asset‑based fees and focus on traditional long‑only portfolios. The firm also routinely directs clients to use a specific custodian (Interactive Brokers) and does not participate in wrap fee programs, which can affect execution and custody arrangements.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Maximum of 20% of the annual gross profits for any annual period with gains
Account minimum: $1,100,000
Most active in
Leftskewed Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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