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LEAD EDGE CAPITAL MANAGEMENT, LLC

NEW YORK, NY · CRD 241795 · IAPD ↗ · 212-984-2421

$6.77BRegulatory AUM
40Advisory reps
68Employees
0Clients
n/aPlanning clients
14Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — LEAD EDGE CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2025 — LEAD EDGE CAPITAL MANAGEMENT, LLC reported RAUM up 32% ($4.78B -> $6.30B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2025 — LEAD EDGE CAPITAL MANAGEMENT, LLC grew from 34 to 41 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.