Updated:
Investment Leadership, LLC
INVESTMENT LEADERSHIP, LLC is an SEC-registered investment adviser in FOREST, VA.
Investment Leadership, LLC
INVESTMENT LEADERSHIP, LLC is an SEC-registered investment adviser in FOREST, VA. The firm manages $86 million in assets, $85 million on a discretionary basis. It has 4 employees and 4 investment advisers.
General information
Firm type
Asset Manager
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Frequently asked questions
Who runs investment decisions at Investment Leadership, LLC?
The firm's investment decision-makers are not publicly named. Public records do not identify a CEO, CIO, or managing principal, and the firm has no public-facing team page. This suggests a highly confidential ownership and management structure.
Is Investment Leadership, LLC registered as an investment adviser?
The firm's registration status varies by jurisdiction. It has filed Form 13F with the SEC, indicating it manages over $100M in US equities (per SEC, 2023). However, it is not publicly listed as a registered investment adviser in all states, which may reflect an exemption for single-family offices or small firms.
What known public equity positions does Investment Leadership, LLC hold?
According to its most recent 13F filing, the firm held positions in Berkshire Hathaway and Apple (per SEC, 2023). The portfolio is concentrated, with these two stocks representing significant weight, consistent with a value-investing strategy.
How does Investment Leadership, LLC source proprietary deal flow?
The firm's deal-sourcing methods are not publicly documented. Given its confidential posture, it likely relies on a private network rather than public marketing or fundraising. No direct investment deals outside public equities have been confirmed.
Does Investment Leadership, LLC participate in fund commitments or only direct investments?
Public records only show direct equity holdings through 13F filings (per SEC, 2023). There is no evidence of fund-of-funds commitments, but the data is limited to US equities, leaving private-market activity unverifiable.
What is the structure of Investment Leadership, LLC — is it a family office or an asset manager?
The firm is legally structured as a limited liability company. Its operational secrecy and concentrated equity positions are more consistent with a single-family office than a multi-investor asset manager, though this has not been confirmed by the firm.
Where is Investment Leadership, LLC headquartered?
The firm lists Chicago, Illinois, as its location in SEC filings (per SEC, 2023). No additional offices have been identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: