LEEDS EQUITY PARTNERS

LEEDS EQUITY ADVISORS LLC Legal Name

Adviser information for LEEDS EQUITY PARTNERS last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 35
Investment Advisory/Research 23
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 31 $5.1B
Non-Discretionary 0 $0
Total 31 $5.1B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 31 $5.1B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-74395
SEC ERA File Number 801-74395
SEC CIK Numbers None
SEC CRD Numbers 161956
Legal Entity Identifier None

Principal Office

590 MADISON AVENUE
40TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9AM - 6PM
Tel: 212 835-2000, Fax: 212-835-2020

Chief Compliance Officer

ANNIE SHICK
CHIEF FINANCIAL OFFICER
590 MADISON AVENUE
40TH FLOOR
NEW YORK
NY
United States
Tel: (212) 835-2018
Fax: (212) 835-2020
(Full email address available in API data)

Regulatory Contact

ELLE SUKALIC
FINANCE MANAGER
590 MADISON AVENUE
40TH FLOOR
NEW YORK
NY
United States
Tel: (212) 835-2024
Fax: (212) 835-2020
(Full email address available in API data)

Industry Affiliates

LEEDS EQUITY ASSOCIATES V, L.P. Sponsor, GP, manager of pooled investment vehicles
LEEDS EQUITY ASSOCIATES VI PARALLEL, L.P. Sponsor, GP, manager of pooled investment vehicles
LEEDS EQUITY ASSOCIATES VI, L.P. Sponsor, GP, manager of pooled investment vehicles
LEEDS EQUITY ASSOCIATES VII PARALLEL, LLP Sponsor, GP, manager of pooled investment vehicles
LEEDS EQUITY ASSOCIATES VII, L.P. Sponsor, GP, manager of pooled investment vehicles
LEEDS EQUITY ASSOCIATES VIII, LP. Sponsor, GP, manager of pooled investment vehicles
LEEDS EQUITY ASSOCIATES, L.P. Sponsor, GP, manager of pooled investment vehicles
LEEDS ILLUMINATE ASSOCIATES I, L.P. Sponsor, GP, manager of pooled investment vehicles
LEEDS ILLUMINATE GLOBAL PARTNERS I, L.P. Sponsor, GP, manager of pooled investment vehicles
LEEDS ILLUMINATE GLOBAL PARTNERS II, L.P. Sponsor, GP, manager of pooled investment vehicles
LEP OPPORTUNITIES I GP, LP Sponsor, GP, manager of pooled investment vehicles
LEP OPPORTUNITIES II GP, LP Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
INTO POOLING ENTITY, L.P. Private Equity Fund $34.1M $1.0M 9
LEEDS ASTRA INVESTOR, LLC Private Equity Fund $100.0M $0.3M 1
LEEDS EQUITY EXECUTIVE INVESTORS III, LLC Private Equity Fund $19.2M $0.1M 30
LEEDS EQUITY PARTNERS V, L.P. Private Equity Fund $113.7M $0.5M 58
LEEDS EQUITY PARTNERS VI PARALLEL, L.P. Private Equity Fund $23.2M $0.1M 11
LEEDS EQUITY PARTNERS VI, L.P. Private Equity Fund $574.7M $0.5M 116
LEEDS EQUITY PARTNERS VII EXECUTIVE, LLC Private Equity Fund $3.1M $0.0M 7
LEEDS EQUITY PARTNERS VII-A, L.P. Private Equity Fund $954.6M $0.1M 64
LEEDS EQUITY PARTNERS VII-B, L.P. Private Equity Fund $39.1M $0.1M 3
LEEDS EQUITY PARTNERS VII, L.P. Private Equity Fund $955.7M $0.1M 90
LEEDS ILLUMINATE GLOBAL FUND I, L.P. Private Equity Fund $160.7M $0.0M 21
LEEDS ILLUMINATE GLOBAL FUND II-A, L.P. Private Equity Fund $4.5M $0.0M 8
LEEDS ILLUMINATE GLOBAL FUND II, L.P. Private Equity Fund $27.6M $0.1M 3
LEEDS ILLUMINATE I-A, L.P. Private Equity Fund $161.1M $0.0M 4
LEEDS ILLUMINATE I, L.P. Private Equity Fund $170.0M $0.0M 12
LEEDS VI BLR AIV, L.P. Private Equity Fund $22.8M $0.5M 54
LEEDS VI BLR FEEDER, L.P. Private Equity Fund $31.7M $0.5M 65
LEEDS VI ES AIV, L.P. Private Equity Fund $1.0M $0.5M 54
LEEDS VI ES FEEDER, L.P. Private Equity Fund $1.4M $0.5M 64
LEEDS VI FINED AIV, L.P. Private Equity Fund $118.8M $0.5M 55
LEEDS VI FINED FEEDER, L.P. Private Equity Fund $177.7M $0.5M 63
LEEDS VI VS AIV, L.P. Private Equity Fund $76.9M $0.5M 51
LEEDS VI VS FEEDER, L.P. Private Equity Fund $79.2M $0.5M 65
LEP OPPORTUNITIES I, L.P. Private Equity Fund $284.3M $0.1M 11
LEP OPPORTUNITIES II, LP Private Equity Fund $758.2M $0.3M 54
LEP VII CIV EXT, LP Private Equity Fund $45.8M $0.0M 17
LION CO-INVEST II, L.P. Private Equity Fund $26.8M $1.5M 12
LION CO-INVEST, L.P. Private Equity Fund $95.3M $1.5M 14
SV ACADEMY CO-INVESTMENT FUND, LP Private Equity Fund $3.6M $1.4M 1
TMP CO-INVESTMENT FUND, LP Private Equity Fund $2.1M $1.0M 2
VERTO CO-INVESTMENT FUND, LP Private Equity Fund $5.1M $1.9M 1

Control Persons

Name Type Entity Title Since Ownership
LEEDS, JEFFREY, THOMAS Individual LEEDS MANAGER FEEDER, L.P. LIMITED PARTNER 05/2023 > 75%
Shick, Annie Individual CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER 05/2022 < 5%
LEEDS MANAGER FEEDER, L.P. Domestic Entity MEMBER 05/2023 > 75%
JTL MANAGER HOLDING CORP. Domestic Entity LEEDS MANAGER FEEDER, L.P. GENERAL PARTNER 05/2023
LEEDS, JEFFREY, THOMAS Individual JTL MANAGER HOLDING CORP. SHAREHOLDER 05/2023 > 75%

No. Employees, Historic

4020020202021202220232024202521 on 3/30/202021 on 8/10/202021 on 3/31/202121 on 11/2/202121 on 2/14/202234 on 3/31/202234 on 9/1/202231 on 3/31/202331 on 6/14/202331 on 8/28/202335 on 3/26/2024

RAUM, Historic

6B3B02020202120222023202420252390546956 on 3/30/20202390546956 on 8/10/20203052675558 on 3/31/20213052675558 on 11/2/20213052675558 on 2/14/20224229514166 on 3/31/20224142766000 on 9/1/20224440232016 on 3/31/20234440232016 on 6/14/20234440232016 on 8/28/20235071915344 on 3/26/2024

No. Clients, Historic

4020020202021202220232024202521 on 3/30/202021 on 8/10/202027 on 3/31/202127 on 11/2/202127 on 2/14/202232 on 3/31/202232 on 9/1/202232 on 3/31/202332 on 6/14/202332 on 8/28/202331 on 3/26/2024