Lead Edge Capital Management, LLC (New York)

Name: Lead Edge Capital Management, LLC
Address: 405 Lexington Avenue, New York, NY, 10174
Telephone: 212-984-2421

Lead Edge Capital Management, LLC is a large advisory firm based in New York. It manages $1.79 billion of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2015.

Lead Edge Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lead Edge Capital Management: assets under management

The assets under management (AUM) of Lead Edge Capital Management, LLC is $1.79 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 192% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.79 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $85.01 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lead Edge Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Lead Edge Capital Management serves?

The only and largest group of clients of Lead Edge Capital Management is pooled investment vehicles with 21 clients and $1.79 billion of assets under management. Among the 13 most similar advisory firms, Lead Edge Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.79 billion for 21 clients. None of the firm’s clients are foreign persons or businesses.

Lead Edge Capital Management also advises several private funds. Namely, seventeen private equity funds and four venture capital funds.

Careers at Lead Edge Capital Management, LLC

The company employs 22 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mitchell Howard Green	Managing member	1 Jun 2015	50% - 75%	4833281
Brian Neider	Member/cco	1 Jun 2015	Other	6502755
Nimay Mehta	Member	1 Jun 2015	Other	6502759
Giles Stephen Eyre	Member	1 Jun 2015	Other	2196393
Llc Sv Booth Investments I	Member	1 Jun 2015	Other	45-4315182
Christopher Louis Pohl	Chief financial officer	1 Jun 2015	Other	6028635
Christopher Pohl	Chief financial officer	1 Jun 2015	Other	6028635
Brian Paul Neider	Chief compliance officer and managing member	1 Nov 2015	Other	6502755
Nimay Kiran Mehta	Managing member	1 Nov 2015	Other	6502759
Brian Neider	Chief compliance officer and managing member	1 Nov 2015	Other	6502755
Nimay Mehta	Managing member	1 Nov 2015	Other	6502759

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Scott Booth	Managing member	1 Nov 2011	75% - 100%	5042638
Carolyn O'mara Booth	Managing member	1 Nov 2011	Other	6029832

Based in New York

The principal office where Lead Edge Capital Management, LLC performs its advisory services is located at 405 Lexington Avenue, New York, NY 10174, which is also the mailing address of the firm. An additional office of the firm is in Santa Barbara, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-984-2421 or by fax 212-984-2331. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at leadedgecapital.com/.