Data / Investment advisers / Texas / Leggett Capital Partners
Leggett Capital Partners, Houston, TX: $333 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Leggett Capital Partners is an SEC registered investment adviser with its main office in Houston, Texas and reports $333 million in regulatory assets under management in its Form ADV filed October 28, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 20 private funds.
The request: Watch Leggett Capital Partners (CRD number 342997): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 342997
- SEC file number
- 801-136629
- SEC status
- 120-Day Approval, effective July 1, 2026
- Legal name
- Leggett Ventures LLC
- Main office
- 1106 Witte Rd Suite 100, Houston, TX 77055
- Phone
- (832) 804-8301
- Website
- leggettventures.com
- Regulatory AUM
- $333,447,772 in the Form ADV filed October 28, 2026
- Discretionary AUM
- $333,447,772
- Accounts
- 20
- Employees
- 5, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 20: 13 private equity funds, 7 real estate funds
- Gross assets of private funds
- $333,447,771
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 20 | $333.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| November 2, 2026 | $333.4 million | October 28, 2026 |
| August 3, 2026 | Not listed | June 1, 2026 |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| GBM Wealth Management, Inc. | Houston | $346.4 million | Not listed | adviserinfo.sec.gov |
| RHP Wealth Management | Houston | $344.8 million | Not listed | adviserinfo.sec.gov |
| Cap Six Advisors | Houston | $340.8 million | Not listed | adviserinfo.sec.gov |
| Intrepid Investment Management, LLC | Houston | $336 million | 9 | adviserinfo.sec.gov |
| The Menard Financial Group, LLC | Houston | $335.3 million | Not listed | adviserinfo.sec.gov |
| Patron Partners, LLC | Houston | $325.7 million | Not listed | adviserinfo.sec.gov |
| Carriage Services Investment Advisors, Inc. | Houston | $308.2 million | 1 | adviserinfo.sec.gov |
| Penney Financial | Houston | $303.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Leggett Capital Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.