Leading Edge Investment Advisors,LLC

RIASEC RegisteredEst. 2007

Total AUM

$5.2B

Discretionary

$5.2B

100% of AUM

Avg account

$431M

Accounts

Employees

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 136476
Registered since: August 24, 2007
Website: leia.net
Custodians: STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government100%
Services: Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Leading Edge Investment Advisors, LLC is an institutional RIA that has been SEC-registered since 2007 and is structured as a limited liability company owned by an individual. The firm serves institutional clients and functions as a capital allocator, providing portfolio management for pooled investment vehicles and selecting other advisers or sub-advisors. Its fee model combines a percentage of assets under management with performance-based fees, indicating an active, outcome-oriented approach to client mandates. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.