LEAD EDGE CAPITAL MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $6.77B |
| Discretionary | $6.53B96% of AUM |
| Non-Discretionary | $240.8M |
| Client Accounts | 14 |
| Avg Account Size | $483.3M |
| Employees | 68 |
| Peak AUM | $6.77BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $6.8B | +7.5% | +10.7% | +17.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $6.77B |
| Discretionary | $6.53B |
| Employees | 68 |
| Client Accounts | 14 |
Contact & Location
Address
96 SPRING STREET
NEW YORK NY 10012
Phone
212-984-2421
Filing History
30 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$6.5B
96.4% of AUM
Non-Discretionary
$241M
3.6% of AUM
Disc. mix ▼ 0.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
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