← Back to searchVisit website
LEO FUND SERVICES, LLC
CRD 163259 · SEC 801-76889
379 THORNALL STREET, FLOOR 9-SUITE 9, EDISON, NJ, 08837, United States
Phone
732-903-2600
Fax
732-903-2600
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$151.3M
Discretionary AUM
$151.3M
Team
6 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $151.3M |
States served
NJ, NY
All web addresses on file
Official SEC filing: View on IAPD