LEADING EDGE INVESTMENT ADVISORS,LLC

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile
As of Date 03/06/2024
Adviser Type - Large advisory firm
Number of Employees 12 -14.29%
of those in investment advisory functions 8
Registration California, Terminated, 9/12/2007
Other registrations (1)
AUM* 3,936,214,900 18.60%
of that, discretionary 3,936,214,900 18.60%
Private Fund GAV* 232,154,453 8.09%
Avg Account Size 328,017,908 18.60%
SMA’s Yes
Private Funds 1
Contact Info 415 xxxxxxx
Websites

Client Types

- State or municipal government entities

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
4B 3B 3B 2B 2B 1B 568M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$232,154,453

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser GRANAHAN INVESTMENT MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund3.0m Total Private Fund GAV3.0m AUM3.1b #Funds1
Adviser QUINBROOK INFRASTRUCTURE PARTNERS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund4.4b Total Private Fund GAV4.4b AUM4.8b #Funds13
Adviser 360 ONE PORTFOLIO MANAGERS LIMITED Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund27.8m Total Private Fund GAV27.8m AUM3.7b #Funds3
Adviser WILLIS INVESTMENT COUNSEL INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund214.5m Total Private Fund GAV214.5m AUM3.5b #Funds4
Adviser CHANNING CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund20.3m Total Private Fund GAV20.3m AUM3.5b #Funds1
Adviser CARDINAL CAPITAL MANAGEMENT, L.L.C. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM386.3m #Funds-
Adviser MATTER FAMILY OFFICE Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund157.6m Total Private Fund GAV157.6m AUM3.4b #Funds2
Adviser KILTEARN PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund2.5b Total Private Fund GAV2.5b AUM3.1b #Funds2
Adviser ASTATINE INVESTMENT PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund1.8b Total Private Fund GAV1.8b AUM2.4b #Funds12
Adviser FOCUSED INVESTORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund1.2b Total Private Fund GAV1.2b AUM3.2b #Funds1

Brochure Summary

Overview

Leading Edge Investment Advisors (“LEIA”) is a manager-of-managers founded in July 2005 by Clayton Jue, a pioneer of emerging manager funds-of-funds for institutional investors. We are a provider of innovative multi-manager products across all asset categories utilizing emerging investment management firms in addition to specialized and unique investment strategies. Client funds are generally placed in investment advisory accounts or investment funds managed by other investment managers selected by the Registrant. The investment advice provided by the Registrant is thus generally limited to the selection of other investment managers and funds with whom the
clients’ funds are placed. The Registrant does not advise its clients regarding direct investments in particular securities, other than investments in investment funds. The firm is owned by Clayton Jue, President and Chief Executive Officer and Chris Fong, Executive Vice President. Leading Edge Investment Advisors, LLC customizes our programs or accounts according to pre- determined client parameters and in accordance with client guidelines and policies. As of December 31, 2023, Leading Edge Investment Advisors, LLC managed $3,936,000,000 (rounded to the nearest $1,000,000) in discretionary assets for institutional clients.