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Bank / Wealth / TrustRIA · CRD 128202SEC-Registered

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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.

Overview

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

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.

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