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ALPHA LEONIS PARTNERS, LLC
CRD 314560File 801-122692
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.