Leyenda Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$55,000,000
Clients
7
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
7
Very LowAverage account size
$7,857,143
About
Leyenda Capital is an independent advisory firm that provides discretionary asset management to high‑net‑worth individuals and related accounts. The firm manages a small number of client relationships and generally does not serve individual (non‑high‑net‑worth) retail clients.
Portfolios are tailored to documented client goals, time horizons, and risk tolerances, with investment decisions informed by fundamental analysis and a mix of long‑ and short‑term strategies; account reviews and monitoring are performed regularly. Leyenda operates with discretionary trading authority, works through qualified custodians (it recommends custodians such as Interactive Brokers or Charles Schwab), and provides periodic client reporting.
The firm offers performance‑based fee arrangements for qualifying clients, a relatively uncommon feature among independent advisors, and discloses the potential conflicts of interest that can arise from side‑by‑side management. Leyenda is a small, recently established practice whose owners maintain other outside business activities; those relationships and the firm’s mitigation procedures are disclosed in the brochure.
Client services
Portfolio management
Expertise
Wealth management
Occupation focus
Executive
Founder/Business Owner
Fee options
$0 - $10,000,000: 1.5% annually Over $10,000,000+: 0.5% annually + 20% of the annual portfolio performance above a 10% hurdle
20% of the annual portfolio performance above a 10% hurdle for assets over $10,000,000
Account minimum: $10,000,000
Main office location
Leyenda Capital
Del Mar CA, United States
Number of offices
1
Most active in
Leyenda Capital has reported serving >5 clients in these states in the last 12 months.
California
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
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