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Legeis Capital Advisors, LLC

SEC Registered

WHERE INSURANCE EXPERTISE MEETS INVESTMENT EXCELLENCE

Great Neck, NYhttps://legeiscapital.com516-329-9923
Assets Under Management
$100M–$500M
Employees
1
Office Locations
1 office
Total Accounts
3

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.

Pooled VehiclesState/Municipal

Areas of expertise

InsuranceAsset ManagementInvestment SolutionsReinsuranceAlternative InvestmentsRisk-adjusted ReturnsRegulatory ComplianceCapital Efficiency

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 segmentClientsAssets managed
Pension/Profit Sharing Plans3$497M

Office locations

1 office in 1 state
NY
Great NeckHQ

Regulatory & compliance

CRD number
#332943
SEC Number
801-136113
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of April 7, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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