{"url":"https://nivawealth.com/firms/lead-edge-capital-management-241795","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/241795","regulatoryAum":6766485175,"crd":"241795","history":[{"filedOn":"2021-04-30","regulatoryAum":2972498356,"clients":14,"employees":29,"offices":2},{"filedOn":"2022-04-11","regulatoryAum":3467268253,"clients":13,"employees":31,"offices":2},{"filedOn":"2023-07-03","regulatoryAum":4945816448,"clients":8,"employees":48,"offices":2},{"filedOn":"2024-03-28","regulatoryAum":4781584938,"clients":8,"employees":57,"offices":2},{"filedOn":"2025-05-07","regulatoryAum":6295051755,"clients":12,"employees":68,"offices":3},{"filedOn":"2026-04-09","regulatoryAum":6766485175,"clients":14,"employees":68,"offices":3}],"secFileNumber":"801-100349","legalName":"Lead Edge Capital Management, LLC","displayName":"Lead Edge Capital Management","slug":"lead-edge-capital-management-241795","website":"https://leadedgecapital.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/lead-edge-capital/mycompany/","xUrl":"https://twitter.com/LeadEdgeCapital","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"96 Spring Street, Floors 5 & 6","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10012"},"tradeNames":[],"registration":{"secApproved":"12 June 2015","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":68,"advisory":40,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":6766485175,"discretionary":6525654252,"discretionaryAccounts":13,"nonDiscretionary":240830923,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":14,"regulatoryAum":6766485175}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Lead Edge Capital Management has custody of $558M for 2 clients.","otherCustodians":[],"leadership":[{"name":"Christopher Pohl","title":"Chief Financial Officer","crd":"6028635"},{"name":"Susan Bihler","title":"Chief Operating Officer","crd":"7246427"},{"name":"Elisa Lenoir","title":"Chief Compliance Officer","crd":"7681724"},{"name":"Mitchell Green","title":"Founding Partner","crd":"4833281"},{"name":"Nimay Mehta","title":"Partner","crd":"6502759"},{"name":"Brian Neider","title":"Partner","crd":"6502755"}],"ownership":[{"label":"Blue Owl GP Stakes V (A) LP","detail":"Member in the 10% to 25% ownership band, since July 2022."},{"label":"Lead Edge Principal Holdings MH, LP","detail":"Member in the 75% or more ownership band, since July 2022."},{"label":"Mitchell Green","detail":"Indirect owner: a limited partner of Lead Edge Principal Holdings MH, LP in the 50% to 75% band and a control person, since July 2022. Also a manager and member of Lead Edge Ugp, LLC in the 50% to 75% band and a control person, since July 2022.","parent":"Lead Edge Principal Holdings MH, LP"},{"label":"Brian Neider","detail":"Indirect owner: manager of Lead Edge Ugp, LLC and a control person, since July 2022.","parent":"Lead Edge Ugp, LLC"},{"label":"Nimay Mehta","detail":"Indirect owner: manager of Lead Edge Ugp, LLC and a control person, since July 2022.","parent":"Lead Edge Ugp, LLC"},{"label":"Blue Owl GP Stakes Associates V LP","detail":"Indirect owner: general partner of Blue Owl GP Stakes V US Investors LP and a control person, since March 2020. Also manager of Dyal U.S. V LLC and a control person, since March 2020. Also general partner of Dyal V Cayman Aggregator LP and a control person, since March 2020. Also general partner of Blue Owl GP Stakes V Offshore Investors LP and a control person, since March 2020. Also general partner of Blue Owl GP Stakes V (A) LP and a control person, since March 2020.","parent":"Blue Owl GP Stakes V US Investors LP"},{"label":"Dyal U.S. V LLC","detail":"Indirect owner: a limited partner of Blue Owl GP Stakes V (A) LP in the 50% to 75% band and a control person, since March 2020.","parent":"Blue Owl GP Stakes V (A) LP"},{"label":"Blue Owl GP Stakes V US Investors LP","detail":"Indirect owner: a limited partner of Blue Owl GP Stakes V (A) LP in the 25% to 50% band and a control person, since March 2020.","parent":"Blue Owl GP Stakes V (A) LP"},{"label":"Dyal V Cayman Aggregator LP","detail":"Indirect owner: a member of Dyal U.S. V LLC in the 75% or more band and a control person, since March 2020.","parent":"Dyal U.S. V LLC"},{"label":"Blue Owl GP Stakes V Offshore Investors LP","detail":"Indirect owner: a limited partner of Dyal V Cayman Aggregator LP in the 75% or more band and a control person, since March 2020.","parent":"Dyal V Cayman Aggregator LP"},{"label":"Blue Owl GP Stakes GP Holdings LLC","detail":"Indirect owner: a member of Dyal LP Holdings LLC in the 75% or more band and a control person, since May 2021. Also general partner of Blue Owl GP Stakes Associates V LP and a control person, since March 2020.","parent":"Dyal LP Holdings LLC"},{"label":"Dyal LP Holdings LLC","detail":"Indirect owner: a limited partner of Blue Owl GP Stakes Associates V LP in the 75% or more band and a control person, since May 2021.","parent":"Blue Owl GP Stakes Associates V LP"},{"label":"Blue Owl Capital Carry LP","detail":"Indirect owner: a member of Blue Owl GP Stakes GP Holdings LLC in the 75% or more band and a control person, since May 2021.","parent":"Blue Owl GP Stakes GP Holdings LLC"},{"label":"Blue Owl Capital GP LLC","detail":"Indirect owner: general partner of Blue Owl Capital Carry LP and a control person, since May 2021. Also a general partner of Blue Owl Capital Holdings LP in the 25% to 50% band and a control person, since April 2025.","parent":"Blue Owl Capital Carry LP"},{"label":"Blue Owl Capital GP Holdings LLC","detail":"Indirect owner: a managing member of Blue Owl Capital GP LLC in the 75% or more band and a control person, since November 2021.","parent":"Blue Owl Capital GP LLC"},{"label":"Blue Owl Capital Inc.","detail":"Indirect owner: a managing member of Blue Owl Capital GP Holdings LLC in the 75% or more band and a control person, since November 2021.","parent":"Blue Owl Capital GP Holdings LLC"},{"label":"Lead Edge Ugp, LLC","detail":"Indirect owner: general partner of Lead Edge Principal Holdings MH, LP and a control person, since July 2022.","parent":"Lead Edge Principal Holdings MH, LP"},{"label":"Blue Owl Capital Holdings LP","detail":"Indirect owner: a limited partner of Blue Owl Capital Carry LP in the 75% or more band and a control person, since April 2025.","parent":"Blue Owl Capital Carry LP"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[{"city":"LONDON","country":"United Kingdom","postalCode":"W1K 7AK","street":"25 GREEN STREET","display":{"city":"LONDON","region":null,"postalCode":"W1K 7AK","ruleVersion":"office-display-1"}}],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"559 San Ysidro RD","city":"Santa Barbara"}]},{"state":"New York","offices":1,"addresses":[{"street":"96 Spring Street, Floors 5 & 6","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-984-2421","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":14},"sources":{"adv1FilingDate":"9 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/241795/PDF/241795.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Lead Edge Capital Management have?","answer":"Lead Edge Capital Management has 14 clients and manages $6.77 billion for them, as of April 2026. They include 14 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lead Edge Capital Management offer?","answer":"Lead Edge Capital Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Lead Edge Capital Management have?","answer":"Lead Edge Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 68 employees, and 40 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lead Edge Capital Management?","answer":"Lead Edge Capital Management is owned through a chain of holding companies by Mitchell Green, Blue Owl GP Stakes V Offshore Investors LP, Blue Owl Capital Inc. and Blue Owl Capital Holdings LP. Its direct owners are Blue Owl GP Stakes V (A) LP (10% to 25%) and Lead Edge Principal Holdings MH, LP (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 9 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lead Edge Capital Management get paid?","answer":"Lead Edge Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Lead Edge Capital Management?","answer":"Lead Edge Capital Management’s main office is at 96 Spring Street, Floors 5 & 6, New York, NY 10012. Its phone number is 212-984-2421. Its website is leadedgecapital.com.","source":"Form ADV Part 1A, Item 1.F, filed 9 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/lead-edge-capital-management-241795/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1802797/000180279726000010/0001802797-26-000010-index.html","totalValue":550379596,"positionCount":12,"top10Share":0.9951821433438459,"top10":[{"issuer":"TOAST INC","titleOfClass":"CL A","cusip":"888787108","value":84050229,"shares":3021216,"shareType":"SH","priorValue":34631657,"priorShares":1306362},{"issuer":"WORKDAY INC","titleOfClass":"CL A","cusip":"98138H101","value":76373798,"shares":623867,"shareType":"SH","priorValue":79987846,"priorShares":615670},{"issuer":"APPIAN CORP","titleOfClass":"CL A","cusip":"03782L101","value":65918658,"shares":2878544,"shareType":"SH","priorValue":45944836,"priorShares":1905634},{"issuer":"APPFOLIO INC","titleOfClass":"COM CL A","cusip":"03783C100","value":64084840,"shares":399656,"shareType":"SH","priorValue":33183233,"priorShares":210260},{"issuer":"REMITLY GLOBAL INC","titleOfClass":"COM","cusip":"75960P104","value":60232971,"shares":2687772,"shareType":"SH","priorValue":59106535,"priorShares":3771955},{"issuer":"NCINO INC","titleOfClass":"COM","cusip":"63947X101","value":59883020,"shares":3662570,"shareType":"SH","priorValue":25278450,"priorShares":1687480},{"issuer":"VEEVA SYS INC","titleOfClass":"CL A COM","cusip":"922475108","value":57909526,"shares":326306,"shareType":"SH","priorValue":37663085,"priorShares":214409},{"issuer":"YEXT INC","titleOfClass":"COM","cusip":"98585N106","value":36628192,"shares":7843296,"shareType":"SH","priorValue":30118257,"priorShares":7843296},{"issuer":"MONGODB INC","titleOfClass":"CL A","cusip":"60937P106","value":21725340,"shares":64678,"shareType":"SH","priorValue":41714927,"priorShares":170425},{"issuer":"PROCORE TECHNOLOGIES INC","titleOfClass":"COM","cusip":"74275K108","value":20921372,"shares":515051,"shareType":"SH","priorValue":17645661,"priorShares":309573}],"positionsListed":12,"positions":[{"issuer":"TOAST INC","titleOfClass":"CL A","cusip":"888787108","value":84050229,"shares":3021216,"shareType":"SH","priorValue":34631657,"priorShares":1306362},{"issuer":"WORKDAY INC","titleOfClass":"CL A","cusip":"98138H101","value":76373798,"shares":623867,"shareType":"SH","priorValue":79987846,"priorShares":615670},{"issuer":"APPIAN CORP","titleOfClass":"CL A","cusip":"03782L101","value":65918658,"shares":2878544,"shareType":"SH","priorValue":45944836,"priorShares":1905634},{"issuer":"APPFOLIO INC","titleOfClass":"COM CL A","cusip":"03783C100","value":64084840,"shares":399656,"shareType":"SH","priorValue":33183233,"priorShares":210260},{"issuer":"REMITLY GLOBAL INC","titleOfClass":"COM","cusip":"75960P104","value":60232971,"shares":2687772,"shareType":"SH","priorValue":59106535,"priorShares":3771955},{"issuer":"NCINO INC","titleOfClass":"COM","cusip":"63947X101","value":59883020,"shares":3662570,"shareType":"SH","priorValue":25278450,"priorShares":1687480},{"issuer":"VEEVA SYS INC","titleOfClass":"CL A COM","cusip":"922475108","value":57909526,"shares":326306,"shareType":"SH","priorValue":37663085,"priorShares":214409},{"issuer":"YEXT INC","titleOfClass":"COM","cusip":"98585N106","value":36628192,"shares":7843296,"shareType":"SH","priorValue":30118257,"priorShares":7843296},{"issuer":"MONGODB INC","titleOfClass":"CL A","cusip":"60937P106","value":21725340,"shares":64678,"shareType":"SH","priorValue":41714927,"priorShares":170425},{"issuer":"PROCORE TECHNOLOGIES INC","titleOfClass":"COM","cusip":"74275K108","value":20921372,"shares":515051,"shareType":"SH","priorValue":17645661,"priorShares":309573},{"issuer":"EQUIPMENTSHARE COM INC","titleOfClass":"COM CL A","cusip":"29445S100","value":2162600,"shares":110000,"shareType":"SH","priorValue":2240700,"priorShares":110000},{"issuer":"LIFE360 INC","titleOfClass":"COM","cusip":"532206109","value":489050,"shares":8834,"shareType":"SH","priorValue":360604,"priorShares":8834}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}