Bank / Wealth / TrustRIA · CRD 128202SEC-Registered

Updated:

Leslie Global Wealth

Leslie Global Wealth is an SEC-registered investment adviser in Itasca, IL, registered since 2015. The firm manages approximately $447 million in assets.

Leslie Global Wealth logo

Leslie Global Wealth

Leslie Global Wealth is an SEC-registered investment adviser in Itasca, IL, registered since 2015. The firm manages approximately $447 million in assets. It has 6 employees and 3 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2015

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Itasca

Corporate office

Itasca, IL, United States

Sector focus

Private CreditReal EstateHedge FundsSecondaries & Special Situations

Frequently asked questions

What investment strategies does Leslie Global Wealth primarily allocate to?

Leslie Global Wealth allocates across private credit, real estate, hedge funds, and special situations. Its ADV filings indicate a focus on direct lending, commercial real estate debt and equity, and multi-strategy hedge fund commitments. The firm structures portfolios around uncorrelated return streams rather than benchmark-relative mandates.

Is Leslie Global Wealth a single-family office or a multi-family office?

Leslie Global Wealth is structured as a registered investment adviser, not a single-family office. It serves multiple high-net-worth clients from its Itasca, Illinois base. Its approach borrows from the family-office playbook — bespoke allocations, private-market access, and relationship-sourced managers — but it does not serve a single family.

How does Leslie Global Wealth source its alternative investment opportunities?

The firm appears to source alternatives through incumbent manager relationships rather than broad consultant or platform-driven searches. Its filings point to direct partnerships with private credit and real estate managers, suggesting a curated, access-focused model rather than a volume business.

Does Leslie Global Wealth participate in co-investments or direct deals?

Public records do not confirm direct co-investment activity. The firm's exposure to private credit and real estate likely comes through fund commitments and lending partnerships, not direct balance-sheet deals. Its ADV disclosures describe an advisory model centered on manager selection, not operating-company investing.

Where are Leslie Global Wealth's clients and investments concentrated?

The client base and investment book are concentrated in North America. The firm's ADV filings indicate some exposure to developed Europe through fund structures, but there is no evidence of direct allocations to emerging markets or Asia-Pacific strategies.

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