Leeds Equity Partners

RIASEC RegisteredEst. 2012
Total AUM
$6.7B
Discretionary
$6.7B
100% of AUM
Avg account
$168M
Accounts
40
Employees
37
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
161956
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Leeds Equity Partners is a U.S.-based private equity manager organized as an LLC and registered with the SEC in 2012. The firm positions itself as an institutional-focused private equity sponsor and general partner that advises pooled investment vehicles. Its business model centers on percentage-of-AUM management fees combined with performance-based carry. Leeds is not a capital allocator in the sense of a separate fiduciary allocator; it primarily acts as a manager and sponsor of funds. The firm identifies as an active ESG investor and incorporates environmental, social, and governance considerations into its investment process.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Annie Shick

    Annie Shick

    Chief Financial OfficerCRD 7357714

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
65 E 55th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth