SourcingSourcing

LEADING EDGE INVESTMENT ADVISORS,LLC

C31
CRD 136476·SEC 801-68249·SAN FRANCISCO, CA
AUM
$5.17B
$1B+
Est. Revenue
$51.7M
@ 1% on AUM
Est. EBITDA
$15.5M
@ 30% margin
Est. Deal Value
$124.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LEADING EDGE INVESTMENT ADVISORS,LLC
CRD
136476
SEC file #
801-68249
EIN
—
DBA names
—

Economics

AUM
$5.17B
AUM band
$1B+
AUM trajectory
'20'26
$2.96B → $5.17B▲ +75%
Client mix
State Or Municipal Govt12

Operations

Employees (total)
13
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
6 advisors → 8 advisors▲ +33%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
leia.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JUE, CLAYTON, CHUI
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
JUE, CLAYTON, CHUI
FONG, CHRIS, WILLIAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LEIA.NET
Rdap Domain Creation Date
2003-04-14T18:22:54Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
Bluehost Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
15
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20242
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street4
E*trade4
Bny Mellon2
Jpmorgan2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-14T18:22:54Z
Rdap Domain Last Changed
2026-03-25T07:26:12Z
Rdap Nameservers
Ns1.ipower.comNs2.ipower.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4374928
Trust Company Affiliate
No

People (3)

3
CLAYTON CHUI JUE
Direct Owner · 87.5%
4374928
CHRIS WILLIAM FONG
Direct Owner · 17.5%
4379366
WILLIAMSEN, SUSAN, MARI KAY
Executive Officer · 2.5%
5001175