$55.0M Total AUM
$55.0M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2022
- Office Locations
- 1
Office Locations
-- DEL MAR CA
About Leyenda Capital
Leyenda Capital is a Del Mar, CA investment management firm focused on long-term ownership of high-quality businesses with high returns on invested capital, wide economic moats, shareholder-oriented management, and growth tailwinds. The firm provides discretionary portfolio management for retail clients; new relationships are by invitation only.
Team overview
-- AVG AGE
$55.0M AVG AUM / ADVISOR
$7.9M AVG AUM / CLIENT
3.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Timber pathway Atlas
Client Personas
Wave
Investment Themes
Crest
Investment Vehicles
Pathway wave
Services
Harbor radial
Owner & Executives
W
WALTER MARCUS LANGE
Chief Compliance Officer, Financial Advisor, Founder, Managing Member
- CRD
- #6864404
- Ownership
- 50% but less than 75%
(833) 568-9190
peak.wave@horizoncapital.com
in linkedin.com/in/vital-horizon
J
Jaime Lozowsky
--
- CRD
- --
- Ownership
- 50% but less than 75%
(526) 350-3830
vital.ridge@vectorcapital.com
in linkedin.com/in/optima-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,000,000
Equity - Exchange:
62.6% Public Funds:
37.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,654,611,428 | 62.6% |
| Public Funds | $2,780,870,086 | 37.4% |
| Total | $7,435,481,514 | 100.0% |