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Leonard Advisory Group
LEONARD ADVISORY GROUP LLC is an SEC-registered investment adviser in SAINT JOSEPH, MI. The firm manages approximately $96 million in regulatory assets.
Leonard Advisory Group
LEONARD ADVISORY GROUP LLC is an SEC-registered investment adviser in SAINT JOSEPH, MI. The firm manages approximately $96 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Frequently asked questions
Who runs investment decisions at Leonard Advisory Group?
The firm has not publicly identified named principals or an investment committee. As a registered investment adviser, fiduciary decisions are likely made by a team of professionals who manage client portfolios. The identity of the chief investment officer or lead advisors is not disclosed in public records.
How does Leonard Advisory Group source proprietary deal flow?
The firm does not publicly describe its sourcing model. As a multi-family office, deal flow likely originates from existing family networks, co-investment relationships with other family offices, and sponsor relationships with private equity firms. Specific sourcing channels are not documented.
Is Leonard Advisory Group a single or multi-family office?
Leonard Advisory Group is structured as a multi-family office. The firm provides services to multiple families rather than managing a single fortune. It is registered as an investment adviser with the SEC, a step that implies a client base beyond a single family and compliance with regulatory disclosure requirements.
Does Leonard Advisory Group participate in fund commitments or only direct deals?
The firm acts as an advisor, constructing portfolios that may include both fund commitments and direct investments. Its advisory mandate suggests it selects external managers (fund of funds approach) while also facilitating direct co-investments when suitable for client goals. The exact allocation between these channels is not publicly disclosed.
What investment stages does Leonard Advisory Group typically target?
The firm does not publish a target stage preference. Its advisory work likely spans across liquid strategies (public equities, fixed income) and illiquid alternatives (private equity, real estate), which may include venture capital, growth equity, and buyout funds depending on client mandates. Stage specificity is not available.
Which sectors does Leonard Advisory Group explicitly avoid?
No sector exclusions are publicly documented. The firm's investment approach appears to be client-driven, meaning restrictions or preferences are determined on a family-by-family basis rather than as a firm-wide policy.
How is Leonard Advisory Group related to its name?
The firm's name suggests a connection to the Leonard family or surname, but no public records confirm a specific individual or family branch. The 'Advisory Group' suffix aligns with its multi-family office model. No parent entity or spinout has 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.
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