Leading Edge Investment Advisors,LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 136476
- Website
- leia.net
- Custodians
- STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- State / Municipal Government100%
Firm profile
FINTRXOverview
Leading Edge Investment Advisors, LLC is an institutional RIA that serves institutional clients with equity-focused strategies. The firm operates under an individual ownership structure and charges clients a combination of percentage-of-AUM fees and performance-based fees. Leading Edge does not present itself as an active ESG investor, does not operate across multiple states, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Susan Williamsen
Senior Vice President & Chief Compliance OfficerCRD 5001175
Contacts
2 of 2
Chris Fong
Executive Vice PresidentCRD 4379366
Clayton Jue
PresidentCRD 4374928
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 1 Embarcadero Ctr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Serent Capital Management Company, L.L.C.
RIASan Francisco, CA
White Oak Global Advisors, LLC
RIASan Francisco, CA
Bakeravenue
RIASan Francisco, CA
Percheron Capital
RIASan Francisco, CA
Quiet Capital Management, LLC
RIASan Francisco, CA
Route One Investment Company, L.P.
RIASan Francisco, CA