The LEAD EDGE CAPITAL MANAGEMENT is a publicly held investment adviser that advises $13.19Bn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. LEAD EDGE CAPITAL MANAGEMENT is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 623.92% over the last 5-years.
The Group has been registered with the SEC for 10.65 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 96 SPRING STREET FLOORS 5 & 6, NEW YORK, NY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 68 employees comprised of 41 investment and 27 non-investment staff. The total number of Employees increased by 161.54% over the last 5-years.
Their $13.19Bn in assets advised are owned by 12 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $12.59Bn or 95.45% of Total Assets and Investment Companies (IC) own $600mn or 4.55% of Total Assets.
The Group's top investment strategies include Traditional LBO, Growth Equity and Commodities, representing 87.69%, 8.41% and 3.9% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 2 Prime Brokers, 4 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 6 private funds with $431.52mn in assets.
The Group discloses management fees and performance-based fees.
LEAD EDGE CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a MEDIUM-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In LEAD EDGE CAPITAL MANAGEMENT's case, they have 8 business conditions that require high process maturity and 2 Watch Factors.