# Alpha Leonis Partners, LLC

> Alpha Leonis Partners, LLC is an SEC-registered investment advisory firm in Wayne, PA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 314560
- Filed as: ALPHA LEONIS PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wayne, PA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314560
- AdvisorCensus page: https://advisorcensus.com/firm/alpha-leonis-partners-llc-wayne-pa-314560

## Quick answers

**How is Alpha Leonis Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alpha Leonis Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Alpha Leonis Partners, LLC located?**
Alpha Leonis Partners, LLC's principal office is in Wayne, PA, according to its Form ADV.

**Is Alpha Leonis Partners, LLC registered with the SEC or a state?**
Alpha Leonis Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314560.

**How much does Alpha Leonis Partners, LLC manage?**
Alpha Leonis Partners, LLC reports $418,426,997 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (6% discretionary).

**How have Alpha Leonis Partners, LLC's assets and staff changed since 2022?**
In the Form ADV data for Alpha Leonis Partners, LLC: Regulatory assets under management: $296,140,921 in the October 2022 data and $418,426,997 in the October 2026 data, up 41%. Total employees: 7 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Alpha Leonis Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (2); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Alpha Leonis Partners, LLC use?**
Alpha Leonis Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Alpha Leonis Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314560

**What changed in Alpha Leonis Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $373,280,010 to $418,426,997 (+12%). Registered or notice-filed in PA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan Securities LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $418,426,997
- Discretionary: $25,478,499
- Non-discretionary: $392,948,498

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $25,478,499 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 2 | $392,948,498 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $296,140,921 | 7 | March 7, 2022 |
| October 2023 | $267,182,546 | 8 | June 30, 2023 |
| October 2024 | $292,630,558 | 9 | September 12, 2024 |
| October 2025 | $373,280,010 | 9 | March 25, 2025 |
| October 2026 | $418,426,997 | 1 | March 30, 2026 |

Regulatory assets under management: $296,140,921 in the October 2022 data and $418,426,997 in the October 2026 data, up 41%.
Total employees: 7 in October 2022 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $373,280,010 to $418,426,997 (+12%).
- Registered or notice-filed in PA.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 6 to 1.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alpha Leonis Partners, LLC (CRD 314560): Form ADV filing data as of October 2026.