Asset ManagerRIA · CRD 112472SEC-Registered

Updated:

Legionce Investment Advisors, Inc.

Legionce Investment Advisors is a New York-based asset manager founded in 2016, focusing on private credit, real estate, and infrastructure investments.

Legionce Investment Advisors, Inc.

LEGIONCE INVESTMENT ADVISORS, INC. is an SEC-registered investment adviser in ENGLEWOOD, CO. The firm manages approximately $18 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Unclassified

Year founded

2016

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Englewood

Corporate office

New York, NY, United States

Sector focus

Private CreditReal EstateInfrastructureEnergy Transition & RenewablesHealthcare ServicesEnterprise Software

Frequently asked questions

Who runs investment decisions at Legionce Investment Advisors?

The firm's leadership team has not been publicly named in any available sources, including its website, press releases, or regulatory filings. No CEO, CIO, or managing principal has been identified in public records. This lack of transparency is unusual for an asset manager operating since 2016 and may reflect a single-family office posture that avoids publicity.

Is Legionce structured as a family office or an independent asset manager?

Legionce operates under the corporate name 'Investment Advisors, Inc.' but has not disclosed whether it manages a single-family office, multi-family office, or third-party capital. Its regulatory filings with FINRA or the SEC are not publicly accessible, making its structure ambiguous. The firm's focus on direct origination suggests a flexible mandate typical of family offices or boutique managers.

What investment stages does Legionce target?

Legionce focuses on mid-market direct origination across private credit, real estate, and infrastructure. It has not publicly stated a preference for growth equity, venture capital, or early-stage deals. The firm likely engages in senior debt, mezzanine, or equity co-investments in established businesses.

Does Legionce participate in fund commitments or only direct deals?

Based on available information, Legionce appears to emphasize direct origination rather than making commitments to external funds. No public filings confirm either approach, but its stated focus on infrastructure and real estate suggests direct asset-level investments.

Which sectors does Legionce explicitly avoid?

Legionce has not published a list of excluded sectors. Its stated interest includes private credit, real estate, infrastructure, energy transition, healthcare services, and enterprise software. It does not appear to target venture capital, early-stage technology, or speculative assets.

How is Legionce related to any parent or spinout entities?

No publicly available information links Legionce to a larger parent organization, a spinout from another firm, or an operating company. The firm's ownership and governance remain opaque.

What is Legionce's known posture on co-investments alongside external GPs?

Legionce has not publicly disclosed its co-investment policy. Given its focus on direct origination, it may co-invest alongside other family offices or institutional partners, but no named transactions confirm this.

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