Private fund adviser · New York, NY
Leucadia Asset Management LLC
SEC-registered investment adviser · CRD 121767 · SEC 801-61698
At a glance
Leucadia Asset Management LLC is an SEC-registered investment adviser based in New York, New York, with $3.1 billion in regulatory assets under management as of its Form ADV filed April 30, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 1,302nd of 4,686 private fund advisers and 2,790th of 17,210 SEC-registered advisers by assets.
Main office 212-284-2300leucadia-am.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.1B
- Rank among private fund advisers
- #1,302 of 4,686
- Rank among all SEC RIAs
- #2,790 of 17,210
- Rank in New York
- #683 of 2,591
- Clients
- 15
- Accounts
- 15
- Discretionary
- 100% of AUM
- Employees
- 33
- Advisory staff
- 18
- Offices
- 5
Owners and executives on its Form ADV
- Sonia H. LevovitzSecretary
- David ZervosHead of Global Macro Division
- Lauri A ScoranChief Compliance Officer
- Nicholas DaravirasCo - Head Asset Management
- Solomon J. KuminCo - Head Asset Management
- Salil SharmaHead of Kathmandu Division
- Ross M. BergerHead of Point Bonita Capital Division
- Travis C. TaylorManaging Director/co-Head of Topwater Capital Division
- Bryan D. BorgiaManaging Director/co-Head of Topwater Capital Division
- Matthew B. SmithChief Operating Officer
- Ya Y. TungHead of Jefferies Family Office
Custody and brokerage
Broker-dealer
Hybrid RIA
Leucadia Asset Management LLC is a hybrid RIA: 7 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Jefferies (japan) Limited Tokyo Branch, Jefferies Financial Services, Inc., Jefferies Gmbh, Jefferies Hong Kong Limited, Jefferies International Limited, Jefferies LLC and Jefferies Singapore Limited.
- Jefferies (japan) Limited Tokyo Branch
- Jefferies Financial Services, Inc. ↗CRD 300682
- Jefferies Gmbh
- Jefferies Hong Kong Limited
- Jefferies International Limited
- Jefferies LLC ↗CRD 2347
- Jefferies Singapore Limited
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 14 | $2.9B | 95% |
| Corporations or other businesses | 1 | $154M | 5% |
Private funds
Leucadia Asset Management LLC reports 11 private funds with $4.1B in gross assets: hedge funds, private equity funds, venture capital funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Leucadia Asset Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Periodicals or newsletters
How it’s paid
- A percentage of assets under management
- Subscription fees
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗leucadia-am.com ↗
AtlasMembers
The full record on Leucadia Asset Management LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,629 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 11 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Leucadia Asset Management LLC manage?
Leucadia Asset Management LLC reports $3.1 billion in regulatory assets under management across 15 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 30, 2026.
What kind of firm is Leucadia Asset Management LLC?
Leucadia Asset Management LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are Leucadia Asset Management LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($2.9 billion, 14 clients); corporations or other businesses ($154 million, 1 clients).
Does Leucadia Asset Management LLC manage private funds?
Yes. It reports 11 private funds with $4.1 billion in gross assets, including hedge funds, private equity funds, venture capital funds, other private funds.
Does Leucadia Asset Management LLC have any disciplinary history?
Leucadia Asset Management LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Leucadia Asset Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →