LEEDS EQUITY PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$6.7B
Discretionary
$6.7B
100% of AUM
Avg account
$168M
Accounts
40
Employees
37
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
161956
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Leeds Equity Partners is a U.S.-based private equity firm that operates as the general partner and sponsor of pooled investment vehicles. Since its SEC registration in 2012 it has focused on managing institutional capital through closed-end private equity funds and related pooled vehicles. The firm serves an institutional client base, charges a combination of percentage-of-AUM management fees and performance-based fees, and identifies, structures and runs private equity investments on behalf of its limited partners. Leeds Equity Partners also acts as a capital allocator to third-party alternative managers in the private equity and venture capital spaces in addition to managing its own funds. The firm reports being an active ESG investor, which suggests ESG factors are incorporated into underwriting, monitoring and reporting across its private funds. Its regulatory and business footprint is concentrated on pooled vehicle portfolio management, where it functions as sponsor, GP and managing member.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Annie Shick

    Chief Financial OfficerCRD 7357714

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
590 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth