Left Brain Wealth Management is a fund manager in Naperville with $212.17 mm assets under management.
Company profile
Employees
Fiscal year end
Industry
SEC CIK
IRS number
464198153
SEC advisor number
801-113256
FINRA CRD number
170348
AUM ?
$243.40 mm
(as of 21 Mar 24)
Accounts
613
(as of 21 Mar 24)
Employees
7
(6 investment advisory or research)
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Left Brain Wealth Management, LLC | $212.17 mm | |
Left Brain Capital Appreciation Fund, L.P. | $11.88 mm | Hedge Fund |
Left Brain Capital Appreciation Master Fund LTD | $16.73 mm | Hedge Fund |
Left Brain Capital Appreciation Offshore LTD | $4.84 mm | Hedge Fund |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Aug 24
13F-HR
Quarterly holdings report by institutional manager
9 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23