Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Lead Edge Capital Management, LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
LEAD EDGE PRINCIPAL HOLDINGS MH, LPDirect owner · Schedule AInterest in LEAD EDGE CAPITAL MANAGEMENT, LLC
75%+
BLUE OWL GP STAKES V (A) LPDirect owner · Schedule AInterest in LEAD EDGE CAPITAL MANAGEMENT, LLC
10% to < 25%
MITCHELL HOWARD GREENDirect owner · Schedule AInterest in LEAD EDGE CAPITAL MANAGEMENT, LLC
< 5%
BRIAN PAUL NEIDERDirect owner · Schedule AInterest in LEAD EDGE CAPITAL MANAGEMENT, LLC
< 5%
NIMAY KIRAN MEHTADirect owner · Schedule AInterest in LEAD EDGE CAPITAL MANAGEMENT, LLC
< 5%
LEAD EDGE UGP, LLCDirect owner · Schedule AInterest in LEAD EDGE CAPITAL MANAGEMENT, LLC
< 5%
DYAL V CAYMAN AGGREGATOR LPIndirect owner · Schedule BInterest in DYAL U.S. V LLC
75%+
BLUE OWL GP STAKES V OFFSHORE INVESTORS LPIndirect owner · Schedule BInterest in DYAL V CAYMAN AGGREGATOR LP
75%+
DYAL LP HOLDINGS LLCIndirect owner · Schedule BInterest in BLUE OWL GP STAKES ASSOCIATES V LP
75%+
BLUE OWL GP STAKES GP HOLDINGS LLCIndirect owner · Schedule BInterest in DYAL LP HOLDINGS LLC
75%+
BLUE OWL CAPITAL CARRY LPIndirect owner · Schedule BInterest in BLUE OWL GP STAKES GP HOLDINGS LLC
75%+
BLUE OWL CAPITAL GP HOLDINGS LLCIndirect owner · Schedule BInterest in BLUE OWL CAPITAL GP LLC
75%+
BLUE OWL CAPITAL INC.Indirect owner · Schedule BInterest in BLUE OWL CAPITAL GP HOLDINGS LLC
75%+
BLUE OWL CAPITAL HOLDINGS LPIndirect owner · Schedule BInterest in BLUE OWL CAPITAL CARRY LP
75%+
MITCHELL HOWARD GREENIndirect owner · Schedule BInterest in LEAD EDGE PRINCIPAL HOLDINGS MH, LP
50% to < 75%
MITCHELL HOWARD GREENIndirect owner · Schedule BInterest in LEAD EDGE UGP, LLC
50% to < 75%
DYAL U.S. V LLCIndirect owner · Schedule BInterest in BLUE OWL GP STAKES V (A) LP
50% to < 75%
BLUE OWL GP STAKES V US INVESTORS LPIndirect owner · Schedule BInterest in BLUE OWL GP STAKES V (A) LP
25% to < 50%
BLUE OWL CAPITAL GP LLCIndirect owner · Schedule BInterest in BLUE OWL CAPITAL HOLDINGS LP
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Lead Edge Capital Management, LLC.
Reported ownership and control details
Form ADV · Filing date 2026-04-09 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | MITCHELL HOWARD GREENFOUNDING PARTNERIndividual | LEAD EDGE CAPITAL MANAGEMENT, LLC | Less than 5%Code NA | Yes | FOUNDING PARTNER06/2015 | Schedule APDF page 94 |
| 2 | BRIAN PAUL NEIDERPARTNERIndividual | LEAD EDGE CAPITAL MANAGEMENT, LLC | Less than 5%Code NA | Yes | PARTNER11/2015 | Schedule APDF page 94 |
| 3 | NIMAY KIRAN MEHTAPARTNERIndividual | LEAD EDGE CAPITAL MANAGEMENT, LLC | Less than 5%Code NA | Yes | PARTNER11/2015 | Schedule APDF page 94 |
| 4 | CHRISTOPHER LOUIS POHLCHIEF FINANCIAL OFFICERIndividual | LEAD EDGE CAPITAL MANAGEMENT, LLC | Less than 5%Code NA | Yes | CHIEF FINANCIAL OFFICER06/2015 | Schedule APDF page 94 |
| 5 | LEAD EDGE UGP, LLCMANAGING MEMBERDomestic entity | LEAD EDGE CAPITAL MANAGEMENT, LLC | Less than 5%Code NA | Yes | MANAGING MEMBER07/2022 | Schedule APDF page 94 |
| 6 | BLUE OWL GP STAKES V (A) LPMEMBERDomestic entity | LEAD EDGE CAPITAL MANAGEMENT, LLC | 10% to less than 25%Code B | No | MEMBER07/2022 | Schedule APDF page 94 |
| 7 | LEAD EDGE PRINCIPAL HOLDINGS MH, LPMEMBERDomestic entity | LEAD EDGE CAPITAL MANAGEMENT, LLC | 75% or moreCode E | No | MEMBER07/2022 | Schedule APDF page 94 |
| 8 | ELISA ELLEN LENOIRCHIEF COMPLIANCE OFFICERIndividual | LEAD EDGE CAPITAL MANAGEMENT, LLC | Less than 5%Code NA | Yes | CHIEF COMPLIANCE OFFICER01/2023 | Schedule APDF page 94 |
| 9 | SUSAN JOY BIHLERCHIEF OPERATING OFFICERIndividual | LEAD EDGE CAPITAL MANAGEMENT, LLC | Less than 5%Code NA | Yes | CHIEF OPERATING OFFICER01/2025 | Schedule APDF page 94 |
| 10 | MITCHELL HOWARD GREENLIMITED PARTNERIndividual | LEAD EDGE PRINCIPAL HOLDINGS MH, LP | 50% to less than 75%Code D | Yes | LIMITED PARTNER07/2022 | Schedule BPDF page 95 |
| 11 | MITCHELL HOWARD GREENMANAGER AND MEMBERIndividual | LEAD EDGE UGP, LLC | 50% to less than 75%Code D | Yes | MANAGER AND MEMBER07/2022 | Schedule BPDF page 95 |
| 12 | BRIAN PAUL NEIDERMANAGERIndividual | LEAD EDGE UGP, LLC | Percentage not specifiedCode F | Yes | MANAGER07/2022 | Schedule BPDF page 95 |
| 13 | NIMAY KIRAN MEHTAMANAGERIndividual | LEAD EDGE UGP, LLC | Percentage not specifiedCode F | Yes | MANAGER07/2022 | Schedule BPDF page 95 |
| 14 | BLUE OWL GP STAKES ASSOCIATES V LPGENERAL PARTNERForeign entity | BLUE OWL GP STAKES V US INVESTORS LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER03/2020 | Schedule BPDF page 95 |
| 15 | DYAL U.S. V LLCLIMITED PARTNERDomestic entity | BLUE OWL GP STAKES V (A) LP | 50% to less than 75%Code D | Yes | LIMITED PARTNER03/2020 | Schedule BPDF page 95 |
| 16 | BLUE OWL GP STAKES V US INVESTORS LPLIMITED PARTNERDomestic entity | BLUE OWL GP STAKES V (A) LP | 25% to less than 50%Code C | Yes | LIMITED PARTNER03/2020 | Schedule BPDF page 95 |
| 17 | DYAL V CAYMAN AGGREGATOR LPMEMBERForeign entity | DYAL U.S. V LLC | 75% or moreCode E | Yes | MEMBER03/2020 | Schedule BPDF page 95 |
| 18 | BLUE OWL GP STAKES V OFFSHORE INVESTORS LPLIMITED PARTNERForeign entity | DYAL V CAYMAN AGGREGATOR LP | 75% or moreCode E | Yes | LIMITED PARTNER03/2020 | Schedule BPDF page 95 |
| 19 | BLUE OWL GP STAKES ASSOCIATES V LPMANAGERForeign entity | DYAL U.S. V LLC | Percentage not specifiedCode F | Yes | MANAGER03/2020 | Schedule BPDF page 95 |
| 20 | BLUE OWL GP STAKES ASSOCIATES V LPGENERAL PARTNERForeign entity | DYAL V CAYMAN AGGREGATOR LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER03/2020 | Schedule BPDF page 95 |
| 21 | BLUE OWL GP STAKES ASSOCIATES V LPGENERAL PARTNERForeign entity | BLUE OWL GP STAKES V OFFSHORE INVESTORS LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER03/2020 | Schedule BPDF page 95 |
| 22 | BLUE OWL GP STAKES ASSOCIATES V LPGENERAL PARTNERForeign entity | BLUE OWL GP STAKES V (A) LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER03/2020 | Schedule BPDF page 95 |
| 23 | BLUE OWL GP STAKES GP HOLDINGS LLCGENERAL PARTNERDomestic entity | BLUE OWL GP STAKES ASSOCIATES V LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER03/2020 | Schedule BPDF page 95 |
| 24 | DYAL LP HOLDINGS LLCLIMITED PARTNERDomestic entity | BLUE OWL GP STAKES ASSOCIATES V LP | 75% or moreCode E | Yes | LIMITED PARTNER05/2021 | Schedule BPDF page 95 |
| 25 | BLUE OWL GP STAKES GP HOLDINGS LLCMEMBERDomestic entity | DYAL LP HOLDINGS LLC | 75% or moreCode E | Yes | MEMBER05/2021 | Schedule BPDF page 95 |
| 26 | BLUE OWL CAPITAL CARRY LPMEMBERDomestic entity | BLUE OWL GP STAKES GP HOLDINGS LLC | 75% or moreCode E | Yes | MEMBER05/2021 | Schedule BPDF page 95 |
| 27 | BLUE OWL CAPITAL GP LLCGENERAL PARTNERDomestic entity | BLUE OWL CAPITAL CARRY LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER05/2021 | Schedule BPDF page 95 |
| 28 | BLUE OWL CAPITAL GP HOLDINGS LLCMANAGING MEMBERDomestic entity | BLUE OWL CAPITAL GP LLC | 75% or moreCode E | Yes | MANAGING MEMBER11/2021 | Schedule BPDF page 95 |
| 29 | BLUE OWL CAPITAL INC.MANAGING MEMBERDomestic entity | BLUE OWL CAPITAL GP HOLDINGS LLC | 75% or moreCode E | Yes | MANAGING MEMBER11/2021 | Schedule BPDF page 95 |
| 30 | LEAD EDGE UGP, LLCGENERAL PARTNERDomestic entity | LEAD EDGE PRINCIPAL HOLDINGS MH, LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER07/2022 | Schedule BPDF page 95 |
| 31 | BLUE OWL CAPITAL HOLDINGS LPLIMITED PARTNERDomestic entity | BLUE OWL CAPITAL CARRY LP | 75% or moreCode E | Yes | LIMITED PARTNER04/2025 | Schedule BPDF page 95 |
| 32 | BLUE OWL CAPITAL GP LLCGENERAL PARTNERDomestic entity | BLUE OWL CAPITAL HOLDINGS LP | 25% to less than 50%Code C | Yes | GENERAL PARTNER04/2025 | Schedule BPDF page 95 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 4/9/2026 5:58:55 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.