Leeb Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment supervisory services to individuals, institutions, trusts, pensions and profit‑sharing plans, managing separate accounts on a discretionary basis and reporting roughly $111.9 million in assets under management for about 60 clients. It offers portfolio management across several strategies, including large‑cap growth, an income‑and‑growth approach, and a resources‑and‑energy focused strategy.
The firm’s investment process combines top‑down macroeconomic theme identification with bottom‑up fundamental security selection, producing watchlists and model portfolios that are implemented with individualized account constraints and client‑imposed restrictions. Portfolios are managed with explicit sell disciplines and position limits (generally an 8% cap with disclosed exceptions for commodity‑linked funds and certain contrarian instruments), and the adviser may take temporary defensive positions or use commodity‑linked ETFs/ETNs as part of its risk management tools.
Noteworthy operational features disclosed in the brochure include an affiliated paid newsletter edited by the firm’s founder to which portfolio managers contribute (the firm discloses contributors expect to spend about 10% of their time on the publication) and a referral arrangement with an online matching service that links to the firm’s public ADV. The firm also discloses and advertises performance results and describes specific policies about trading relative to newsletter publications and related conflicts of interest, a combination of practices that is less common among its peers.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001+: 1.00% $5,000,000 - $10,000,000: 0.90% $10,000,001 - $20,000,000: 0.85% $20,000,001 - $25,000,000: 0.80% $25,000,001 - $50,000,000: 0.75% Over $50,000,000+: Negotiable
Account minimum: $250,000 for Growth and Income & Growth strategies; $100,000 for Peak Resources and Energy strategy (may be waived at discretion)
Main office
See office40 West 37th Street, Room 1003
New York NY 10018
Advisors at this office
2
Offices (2)
Most active in
California · Florida · Massachusetts · New Hampshire · New York · Texas
Also doing business as
Leeb Capital Management, Inc. · Money Growth Institute Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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