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 |
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SEC ERA File Number | 801-74395 |
SEC CIK Numbers | None |
SEC CRD Numbers | 161956 |
Legal Entity Identifier | None |
Principal Office
590 MADISON AVENUE40TH 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
A**********@**************M
(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
E***********@**************M
(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% |