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Leading Edge Investment Advisors,llc

● SEC registered since 2007CRD 136476SEC# 801-68249San Francisco, CA
Export (members)
Ranks #1,110 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$4.88B
Fund GAV
$975K
Private funds
1
Employees
14
Accounts
13
Location
San Francisco, CA

Leading Edge Investment Advisors,llc assets under management

Leading Edge Investment Advisors,llc is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2007. It reports $4.9 billion in regulatory assets under management and employs 14 people. Leading Edge Investment Advisors,llc manages 1 private fund with combined gross assets of $975,004, including Leia Group Trust - Emerging Markets Fund. By regulatory assets, it ranks 1,110 of 5,911 private fund managers.

Leading Edge Investment Advisors,llc private funds

1 funds · $975K GAV
FundTypeGross assetsMin.
Leia Group Trust - Emerging Markets FundOther Private$975K$5M

Leading Edge Investment Advisors,llc owners & executives

3 reported
NameTitleOwnershipSince
Chris William Fong ControlExecutive Vice President, Member10-25%2005
Clayton Chui Jue ControlPresident / Ceo / Managing MemberOver 75%2005
Susan Mari Kay WilliamsenSenior Vice President / Chief Compliance OfficerUnder 5%2005

Frequently asked questions

How much does Leading Edge Investment Advisors,llc manage?

Leading Edge Investment Advisors,llc reports $4.9 billion in regulatory assets under management on its Form ADV.

How many private funds does Leading Edge Investment Advisors,llc manage?

Leading Edge Investment Advisors,llc manages 1 private funds with combined gross assets of $975,004.

How many employees does Leading Edge Investment Advisors,llc have?

Leading Edge Investment Advisors,llc reports 14 employees.

Where is Leading Edge Investment Advisors,llc located?

Leading Edge Investment Advisors,llc is based in San Francisco, CA and has been SEC-registered since 2007.

Does Leading Edge Investment Advisors,llc disclose fund performance?

Leading Edge Investment Advisors,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Embarcadero Center, Suite 1160, San Francisco, CA 94111
Phone415-217-7030
Fax415-217-7040
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.88B
Non-discretionary$0
Total (RAUM)$4.88B

Service providers

Auditor
Custodian
Administrator