← Tributary

ALPHA LEONIS PARTNERS, LLC

WAYNE, PA · CRD 314560 · IAPD ↗ · 484-203-2910

$418.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — ALPHA LEONIS PARTNERS, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2026 — ALPHA LEONIS PARTNERS, LLC moved its main office from NEW YORK, NY to WAYNE, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
December 2025 — ALPHA LEONIS PARTNERS, LLC shrank from 6 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2025 — ALPHA LEONIS PARTNERS, LLC reported RAUM up 28% ($292.6M -> $373.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — ALPHA LEONIS PARTNERS, LLC now reports custody of client assets ($36.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2025 — ALPHA LEONIS PARTNERS, LLC now reports 1 private fund(s) ($3.6M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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