Leucadia Asset Management LLC
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Overview
Leucadia Asset Management LLC is a financial advisor company that has its headquarters in New York, New York. The company manages $5.1 billion in assets throughout 1,834 accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). Leucadia Asset Management LLC has a large team, including 128 financial advisors. Leucadia Asset Management LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are tradable financial investments like options, bonds and equities.
Leucadia Asset Management LLC administers more than half of the firm's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager makes buy and sell judgments for the client's account without requiring the customer's authorization. It also manages 201 non-discretionary accounts totaling $250.8 million in assets under management. Leucadia Asset Management LLC manages an average of $2.8 million for every account. An average advisor at Leucadia Asset Management LLC manages about 14 client accounts, making it one of the more individualized firms in the country.
The firm's main office is located at 520 Madison Avenue, New York, New York 10022-4213. It is legally allowed to provide services to customers across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Leucadia Asset Management LLC by the Numbers
$5.1 billion
235
1,834
$2.8 million
Products and Services
Leucadia Asset Management LLC offers a number of financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. In the last financial year, the firm provided 251-500 of its accounts with financial planning services. The firm is not engaged in selling products or offering services aside from investment advisory services to its investment advisory clients. Leucadia Asset Management LLC also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, insurance company or agency, real estate broker or dealer and commodity pool advisor.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees largely depend on which services are provided. However, fees billed by the firm likely include the following fee types: asset-based, fixed, commission-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 1% of firms
Commissions
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Offered by 26% of firms
Performance-based
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Offered by 0% of firms
Subscription
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Offered by 32% of firms
Fixed
Types of Clients
The company provides services to retail investors, pooled investment vehicles, pension plans and corporations. Out of its 1,834 clients, Leucadia Asset Management LLC's biggest client by number of accounts is retail investors. Just 10% of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 83.32%
- Corporations - 16.68%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Leucadia Asset Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Leucadia Asset Management LLC
New York, NY
New York, NY
New York, NY
Miami, FL
Miami, FL
New York, NY
Chicago, IL
New York, NY
Miami, FL
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