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LEONID CAPITAL PARTNERS, LLC

HUNTINGTON BEACH, CA · CRD 327020 · IAPD ↗ · leonidcp.com · 562-737-6935

$363.0MRegulatory AUM
16Advisory reps
20Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — LEONID CAPITAL PARTNERS, LLC reported RAUM up 114% ($169.4M -> $363.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2026 — LEONID CAPITAL PARTNERS, LLC grew from 10 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
August 2025 — LEONID CAPITAL PARTNERS, LLC (HUNTINGTON BEACH, CA) is newly SEC-registered with $169.4M RAUM and 10 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.