Leading Edge Investment Advisors,Llc
- Regulatory AUM
- $5.2B
- Discretionary
- $5.2B
- Clients
- 12
- Avg AUM / client
- $431M
- Accounts
- 12
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Feb 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| State or municipal government entities | 12 | $5.2B | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $232M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Leia Group Trust Emerging Markets Fund | Other Private Fund | Delaware | $232M | 1 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fong, Chris, William | Executive Vice President, Member | Jul 2005 (21y) | 10% – 25% | |
| Jue, Clayton, Chui | President / Ceo / Managing Member | Jul 2005 (21y) | 75% or more | |
| Williamsen, Susan, Mari Kay | Senior Vice President / Chief Compliance Officer | Jul 2005 (21y) | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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 (1, $232M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Leia Group Trust Emerging Markets Fund | Other Private Fund | $232M | $5.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 902 KB | 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
- • Selection of other advisers
Custody
Reported custodians
- State Street $3.7B (71% of AUM) Feb 2026
- J.P. Morgan $827M (16% of AUM) Feb 2026
- BNY Mellon $659M (13% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗