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LEADING EDGE INVESTMENT ADVISORS,LLC
CRD 136476 · SEC 801-68249
ONE EMBARCADERO CENTER, SUITE 1160, SAN FRANCISCO, CA, 94111, United States
Phone
415-217-7030
Fax
415-217-7040
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.17B
Discretionary AUM
$5.17B
Team
13 total employees; 8 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| State/municipal entities | 12 | $5.17B |
States served
CA, NY
All web addresses on file
Official SEC filing: View on IAPD