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LEADING EDGE INVESTMENT ADVISORS,LLC
CRD 136476File 801-68249
APPROVED
Filing as of Feb 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.17B
Top 25% of cohort (national)
Discretionary AUM
$5.17B
Clients
12
12 accounts
Employees
13
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 24, 2007
- Principal office
- ONE EMBARCADERO CENTER, SUITE 1160, SAN FRANCISCO, CA, 94111
- Phone
- 415-217-7030
- Website
- HTTP://WWW.LEIA.NET
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.17B
- Discretionary AUM
- $5.17B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 12
- Non-discretionary accounts
- 0
- Total accounts
- 12
- AUM per client
- $430.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 12 | $5.17B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 14 | 13 | decreased by1 |
| Mar 1, 2026 | Clients | 13 | 12 | decreased by1 |
| Mar 1, 2026 | AUM | $4,875,475,615 | $5,170,513,634 | increased by$295,038,019 |
| Mar 1, 2026 | Accounts | 13 | 12 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 11 | 13 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,978,841,470 | $4,875,475,615 | increased by$896,634,145 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 11 | 13 | increased by2 |
| Apr 1, 2022 | Clients | 10 | 11 | increased by1 |
| Apr 1, 2022 | AUM | $3,523,933,043 | $3,978,841,470 | increased by$454,908,427 |
| Apr 1, 2022 | Accounts | 10 | 11 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEADING EDGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEADING EDGE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.