Kyle
Mckenzie

Leucadia Asset Management LLC

CRD#6064044
Investment Advisor
in San Francisco, CA

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About this Advisor

Kyle Mckenzie is a financial advisor based in San Francisco, California, working with Leucadia Asset Management LLC. Kyle has previously held positions at Forward Management, Artisan Partners Limited Partnership, Artisan Partners Distributors LLC, Voya Investment Management Co. LLC, Voya Investment Management, Voya Investments Distributor, LLC, Jefferies LLC, Charles Schwab Bank Ssb, and Charles Schwab & Co., Inc. Kyle has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Kyle is part of Leucadia Asset Management LLC, which operates out of San Francisco, California. The firm has 5 offices and 49 employees. The firm manages assets totaling $3.5 billion and offers services including portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Leucadia Asset Management LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees, Performance-based Fees

Office Location

101 California Street 31St Floor
San Francisco, CA 94111

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Leucadia Asset Management LLC Brokerage Details

Total Assets Under Management

$3,493,864,506

CA Average: $7,464,549,021
Total Number of Employees

49

CA Average: 88
Total Number of Accounts

16

CA Average: 3,892
Average Account Size

$218,366,532

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Kyle Mckenzie Work History

2024 - Present (0 year)

Jefferies LLC

2021 - Present (3 years)

Voya Investment Management Co. LLC

2021 - Present (3 years)

Voya Investment Management

2021 - Present (3 years)

Voya Investments Distributor, LLC

2019 - 2021 (2 years)

Charles Schwab Bank Ssb

2019 - 2021 (2 years)

Charles Schwab & Co., Inc

2015 - 2019 (4 years)

Artisan Partners Limited Partnership

2015 - 2019 (4 years)

Artisan Partners Distributors LLC

2014 - 2015 (1 year)

Forward Management

Disclosures

Please visit the SEC profile of Kyle Mckenzie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Leucadia Asset Management LLC

Eric Sprung
New York, NY
Kyle Mckenzie
San Francisco, CA
Ekaterina Vlasovskaya
New York, NY
Grant Smith
New York, NY
Nicholas Pagonis
New York, NY
Robert Ivey
New York, NY
Chelsea Taylor
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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