Legeis Capital Advisors, LLC
SEC RegisteredWHERE INSURANCE EXPERTISE MEETS INVESTMENT EXCELLENCE
About the firm
Legeis Capital focuses on the intersection of insurance and asset management, delivering tailored solutions that create long-term value. The firm brings a nuanced understanding of insurers' balance sheet constraints and opportunities, designing investment solutions that integrate with insurers' capital, risk, and accounting frameworks.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized investment solutions that optimize returns and unlock efficient access to alternative investment strategies, as well as proprietary reinsurance solutions generating attractive risk-adjusted returns with low volatility
Who they serve
Insurers, reinsurers, and other institutional investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 3 | $497M |
Office locations
Regulatory & compliance
Data as of April 7, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Legeis Capital Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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