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LEEDS EQUITY PARTNERS
Legal name: LEEDS EQUITY ADVISORS LLC
CRD 161956File 801-74395
APPROVED
Custody
Filing as of Jul 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.71B
Top 25% of cohort (national)
Discretionary AUM
$6.71B
Clients
40
40 accounts
Employees
37
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 30, 2012
- Principal office
- 65 EAST 55TH STREET, 25TH FLOOR, NEW YORK, NY, 10022-2524
- Phone
- 212 835-2000
- Website
- HTTP://WWW.LEEDSEQUITY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.71B
- Discretionary AUM
- $6.71B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 40
- Non-discretionary accounts
- 0
- Total accounts
- 40
- AUM per client
- $167.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 40 | $6.71B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 36 | 37 | increased by1 |
| Apr 1, 2026 | Clients | 39 | 40 | increased by1 |
| Apr 1, 2026 | AUM | $6,589,876,432 | $6,711,974,074 | increased by$122,097,642 |
| Apr 1, 2026 | Accounts | 39 | 40 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 34 | 36 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 32 | 39 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,142,766,000 | $6,589,876,432 | increased by$2,447,110,432 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 28 | 39 | increased by11 |
| Oct 1, 2022 | AUM | $4,229,514,166 | $4,142,766,000 | decreased by$86,748,166 |
| Oct 1, 2022 | Accounts | 32 | 28 | decreased by4 |
| Apr 1, 2022 | Employees | 21 | 34 | increased by13 |
| Apr 1, 2022 | Clients | 27 | 32 | increased by5 |
| Apr 1, 2022 | AUM | $3,052,675,558 | $4,229,514,166 | increased by$1,176,838,608 |
| Apr 1, 2022 | Accounts | 27 | 32 | increased by5 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEEDS EQUITY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEEDS EQUITY” 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.