AdvisorCensus / Financial advisors / Texas / Dallas / Leo Funds Americas, LLC
Leo Funds Americas, LLC
Filed as LEO FUNDS AMERICAS, LLC
Leo Funds Americas, LLC is an exempt reporting adviser in Hurst, TX, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.
Quick answers
From the filingWhere is Leo Funds Americas, LLC located?
Leo Funds Americas, LLC's principal office is in Hurst, TX, according to its Form ADV.
How does Leo Funds Americas, LLC report to regulators?
Leo Funds Americas, LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 340323.
Does Leo Funds Americas, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340323
What changed in Leo Funds Americas, LLC's recent Form ADV filings?
In the February 2026 filing data: Began filing reports as an exempt reporting adviser.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.ENot reported.
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.GNot reported.
Registration and firm details
Items 1, 2, 5- Reporting status
- Exempt reporting adviser. Status as filed: ERA - Active.
- Reporting since
- 2026 (0 years)
- Employees
- Total: Not reported. Performing investment advisory functions: Not reported.
- Wrap fee program participation
- Not reported.
- States registered or notice-filed
- Not reported.
Exempt reporting advisers file a shorter form and are examined by no regulator on a routine schedule. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- February 2026
- Began filing reports as an exempt reporting adviser.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Leo Funds Americas, LLC (CRD 340323): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/leo-funds-americas-llc-hurst-tx-340323