← Directory
ALPHA LEONIS PARTNERS, LLC
CRD 314560File 801-122692
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$418.4M
Below cohort median (national)
Discretionary AUM
$25.5M
Non-discretionary $392.9M
Clients
3
3 accounts
Employees
1
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 12, 2021
- Principal office
- 724 W LANCASTER AVENUE, SUITE 210, WAYNE, PA, 19087
- Phone
- 484-203-2910
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $418.4M
- Discretionary AUM
- $25.5M
- Non-discretionary AUM
- $392.9M
- Discretionary accounts
- 1
- Non-discretionary accounts
- 2
- Total accounts
- 3
- AUM per client
- $139.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $392.9M |
| Pooled investment vehicles | 1 | $25.5M |
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 businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
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 | 2 | 1 | decreased by1 |
| Apr 1, 2026 | AUM | $373,280,010 | $418,426,997 | increased by$45,146,987 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 9 | 2 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 9 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $296,140,921 | $373,280,010 | increased by$77,139,089 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2 | 3 | increased by1 |
| Apr 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Apr 1, 2022 | AUM | $0 | $296,140,921 | increased by$296,140,921 |
| Apr 1, 2022 | Accounts | 0 | 2 | increased by2 |
| Dec 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALPHA LEONIS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALPHA LEONIS” 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.