RIA Intel›Advisers›New York›LEEDS EQUITY ADVISORS LLC

LEEDS EQUITY ADVISORS LLC

Advisory

N·NEW YORK, NY

Data as of Jul 17, 2026 · Source: SEC Form ADV

Total AUM

$6.7B

1-Year AUM Growth

+14.2%

3-Year CAGR

+18.5%

Employees

24

Assets Under Management

Total AUM$6.7B

Discretionary AUM$6.7B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients39

Team

Total Employees24

Investment Advisers37

Employee Growth (1Y)+9.5%

Filing History

Total Filings on Record26

First FilingFeb 22, 2012

Latest FilingJul 17, 2026

🔒 Full AUM trend chart and 26 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LEEDS EQUITY ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.