Leeds Equity Advisors, Inc. (New York)

Name: Leeds Equity Advisors, Inc.
Address: 590 Madison Avenue, New York, NY, 10022 2524
Telephone: 212 835-2000

Leeds Equity Advisors, Inc. is a large advisory firm based in New York. It manages $1.89 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Leeds Equity Advisors 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.

Leeds Equity Advisors: assets under management

The assets under management (AUM) of Leeds Equity Advisors, Inc. is $1.89 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 62% since the beginning of its operation, and $7.53 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.89 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $104.93 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Leeds Equity Advisors, Inc. 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 Jeffrey Thomas Leeds serves?

The only and largest group of clients of Jeffrey Thomas Leeds is pooled investment vehicles with 18 clients and $1.89 billion of assets under management. Among the 6 most similar advisory firms, Leeds Equity Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.89 billion for 18 clients. 1% of the firm’s clients are foreign persons or businesses.

Leeds Equity Advisors also advises several private funds. Namely, eighteen private equity funds. The minimum investment commitment required of non-related persons ranges from $1,000 to $1,500,000.

Careers at Leeds Equity Advisors, Inc.

The company employs 19 people that are either part- or full-time employees. 68 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.

Jeffrey Thomas Leeds has been acting as President since 1 Sep 1999. Peter Andrew Lyons joined the executive team most recently as the Chief Compliance Officer / Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Andrew Lyons	Chief compliance officer / chief financial officer	1 Sep 1999	Other	6031927
Jeffrey Thomas Leeds	President	1 Sep 1999	50% - 75%	2707665
Robert Allen Bernstein	Vice president	1 Sep 1999	25% - 50%	1753607

Based in New York

The principal office where Leeds Equity Advisors, Inc. performs its advisory services is located at 590 Madison Avenue, New York, NY 10022 2524, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212 835-2000 or by fax 212-835-2020. The normal business hours are 9am - 6pm on Monday - Friday. You can find more information about the New York firm at leedsequity.com.