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Forrest Michael Leichtberg
Forrest Michael Leichtberg is a Santa Barbara-based state-registered investment adviser. It has one employee and one investment adviser. The firm is located...
Overview
Forrest Michael Leichtberg is a Santa Barbara-based state-registered investment adviser. It has one employee and one investment adviser. The firm is located in Santa Barbara, CA.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Santa Barbara
Corporate office
New York, NY, United States
Principals
Michael Leichtberg
Principal
Frequently asked questions
Who runs investment decisions at Forrest Michael Leichtberg?
Michael Leichtberg serves as the principal and lead investment decision-maker. The office does not publicly list additional investment committee members or external advisors. This centralized structure is common among single-family offices managing first- and second-generation wealth.
What asset classes does the office invest in?
The office deploys across public equities, private companies (including venture-stage and growth-equity), real estate, and credit instruments. The mandate is broad and opportunistic, unconstrained by a formal asset-allocation policy disclosed to outsiders.
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