Legion Partners Asset Management, LLC

Legion Partners Asset Management, LLC (CRD# 164136) is a financial advisory firm headquartered in Los Angeles, CA. They manage $445,997,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
12121 Wilshire Blvd, Suite 1240, Los Angeles, CA 90025
https://www.linkedin.com/company/legion-partners-asset-management-llc
By the Numbers
  • Total Assets Under Management
    446
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $74,332,833
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Legion Partners Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Katz, financial advisor Beverly Hills CA
David A. Katz
CRD#: 3253961
9401 Wilshire Blvd, Suite 705, Beverly Hills, CA 90212

David Katz (CRD# 3253961) is an Investment Advisor Representative working at Legion Partners Asset Management, LLC in Beverly Hills, CA and has over 23 years of experience in the finance industry.

2
Christopher Kiper, financial advisor Beverly Hills CA
Christopher S. Kiper
CRD#: 5798843
9401 Wilshire Blvd, Suite 705, Beverly Hills, CA 90212

Christopher Kiper (CRD# 5798843) is an Investment Advisor Representative working at Legion Partners Asset Management, LLC in Beverly Hills, CA and has over 13 years of experience in the finance industry.

3
Raymond White, financial advisor Beverly Hills CA
Raymond T. White
CRD#: 5360420
9401 Wilshire Blvd, Suite 705, Beverly Hills, CA 90212

Raymond White (CRD# 5360420) is an Investment Advisor Representative working at Legion Partners Asset Management, LLC in Beverly Hills, CA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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