Leeds Equity Advisors Llc
- Regulatory AUM
- $6.7B
- Discretionary
- $6.7B
- Clients
- 40
- Avg AUM / client
- $168M
- Accounts
- 40
- Employees
- 37
AUM over time
Annual snapshots from Form ADV filings · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 40 | $6.7B | 100.0% |
Private funds (31)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $5.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Leeds Equity Partners Vii, L.P. | Private Equity Fund | Delaware | $956M | 90 |
| Leeds Equity Partners Vii A, L.P. | Private Equity Fund | Delaware | $955M | 64 |
| Lep Opportunities Ii, Lp | Private Equity Fund | Delaware | $758M | 54 |
| Leeds Equity Partners Vi, L.P. | Private Equity Fund | Delaware | $575M | 116 |
| Lep Opportunities I, L.P. | Private Equity Fund | Delaware | $284M | 11 |
| Leeds Vi Fined Feeder, L.P. | Private Equity Fund | Delaware | $178M | 63 |
| Leeds Illuminate I, L.P. | Private Equity Fund | Delaware | $170M | 12 |
| Leeds Illuminate I A, L.P. | Private Equity Fund | Delaware | $161M | 4 |
| Leeds Illuminate Global Fund I, L.P. | Private Equity Fund | Delaware | $161M | 21 |
| Leeds Vi Fined Aiv, L.P. | Private Equity Fund | Delaware | $119M | 55 |
| Leeds Equity Partners V, L.P. | Private Equity Fund | Delaware | $114M | 58 |
| Leeds Astra Investor, Llc | Private Equity Fund | Delaware | $100M | 1 |
| Lion Co Invest, L.P. | Private Equity Fund | Delaware | $95.3M | 14 |
| Leeds Vi Vs Feeder, L.P. | Private Equity Fund | Delaware | $79.2M | 65 |
| Leeds Vi Vs Aiv, L.P. | Private Equity Fund | Delaware | $76.9M | 51 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Jpmorgan Chase Retirement Plan Jpmorgan Chase Bank, National Association | 2024 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shick, Annie | Chief Financial Officer/Chief Compliance Officer | May 2022 (4y) | Less than 5% | |
| Leeds, Jeffrey, Thomas | Limited Partner | May 2023 (3y) | ≈ 56.25% – 100% via Leeds Manager Feeder, L.P. |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Leeds Manager Feeder, L.P. | Member | May 2023 | A | 75% or more |
| Jtl Manager Holding Corp. | General Partner | May 2023 | B | GP / trustee / elected manager of Leeds Manager Feeder, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Leeds, Jeffrey, Thomas: 75% – 100% of Leeds Manager Feeder, L.P. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (31, $5.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Leeds Equity Partners Vii, L.P. | Private Equity Fund | $956M | $100K | 90 |
| Leeds Equity Partners Vii A, L.P. | Private Equity Fund | $955M | $100K | 64 |
| Lep Opportunities Ii, Lp | Private Equity Fund | $758M | $300K | 54 |
| Leeds Equity Partners Vi, L.P. | Private Equity Fund | $575M | $500K | 116 |
| Lep Opportunities I, L.P. | Private Equity Fund | $284M | $50.0K | 11 |
| Leeds Vi Fined Feeder, L.P. | Private Equity Fund | $178M | $500K | 63 |
| Leeds Illuminate I, L.P. | Private Equity Fund | $170M | $25.0K | 12 |
| Leeds Illuminate I A, L.P. | Private Equity Fund | $161M | $25.0K | 4 |
| Leeds Illuminate Global Fund I, L.P. | Private Equity Fund | $161M | $25.0K | 21 |
| Leeds Vi Fined Aiv, L.P. | Private Equity Fund | $119M | $500K | 55 |
| Leeds Equity Partners V, L.P. | Private Equity Fund | $114M | $500K | 58 |
| Leeds Astra Investor, Llc | Private Equity Fund | $100M | $350K | 1 |
| Lion Co Invest, L.P. | Private Equity Fund | $95.3M | $1.5M | 14 |
| Leeds Vi Vs Feeder, L.P. | Private Equity Fund | $79.2M | $500K | 65 |
| Leeds Vi Vs Aiv, L.P. | Private Equity Fund | $76.9M | $500K | 51 |
| Lep Vii Civ Ext, Lp | Private Equity Fund | $45.8M | $5.0K | 17 |
| Leeds Equity Partners Vii B, L.P. | Private Equity Fund | $39.1M | $100K | 3 |
| Into Pooling Entity, L.P. | Private Equity Fund | $34.1M | $1.0M | 9 |
| Leeds Vi Blr Feeder, L.P. | Private Equity Fund | $31.7M | $500K | 65 |
| Leeds Illuminate Global Fund Ii, L.P. | Private Equity Fund | $27.6M | $90.0K | 3 |
| Lion Co Invest Ii, L.P. | Private Equity Fund | $26.8M | $1.5M | 12 |
| Leeds Equity Partners Vi Parallel, L.P. | Private Equity Fund | $23.2M | $50.0K | 11 |
| Leeds Vi Blr Aiv, L.P. | Private Equity Fund | $22.8M | $500K | 54 |
| Leeds Equity Executive Investors Iii, Llc | Private Equity Fund | $19.2M | $50.0K | 30 |
| Verto Co Investment Fund, Lp | Private Equity Fund | $5.1M | $1.9M | 1 |
Top 25 of 31 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Jpmorgan Chase Retirement Plan | Jpmorgan Chase Bank, National Association | 78,270 | $16.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 6.66 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗