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JM
RIA · CRD 134756State-Registered Investment Adviser

Updated:

John M. Leonard, LLC

JOHN M. LEONARD, LLC is a state-registered investment adviser in DOUGLAS, MI. The firm manages approximately $32 million in regulatory assets.

Overview

JOHN M. LEONARD, LLC is a state-registered investment adviser in DOUGLAS, MI. The firm manages approximately $32 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Principals

John M. Leonard

Principal

Frequently asked questions

Who runs investment decisions at John M. Leonard, LLC?

The firm is named for its principal, John M. Leonard, implying he holds ultimate authority over investment decisions. This naming convention is standard for single-family offices where the wealth creator directly oversees the portfolio. No additional investment committee members or CIO appointments have been reported publicly.

Does John M. Leonard, LLC participate in fund commitments or only direct deals?

There is no public information on the office's allocation between direct investments and fund commitments. Many similarly quiet family offices blend both — using fund commitments for asset classes requiring specialized sourcing and direct investments where the principal has personal expertise. But John M. Leonard, LLC's specific mix remains undisclosed.

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