LEP MANAGEMENT LLC

RIASEC RegisteredEst. 2017
Total AUM
$585M
Discretionary
$585M
100% of AUM
Avg account
$146M
Accounts
4
Employees
13
Advisory reps
5

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
173481
Registered since
October 27, 2017
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

LEP Management LLC is an SEC-registered limited liability company that operates as a private equity manager and sponsor of pooled investment vehicles. Registered in 2017, the firm serves institutional clients rather than acting as a capital allocator; its primary activity is portfolio management for pooled funds, and it routinely serves as sponsor, general partner and managing member of those vehicles. Compensation is a mix of asset-based fees and performance-linked fees (plus other fee arrangements), and the firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Stanley Omer

    Chief Financial Officer & Chief Compliance OfficerCRD 6850520

  • Sierra Smith

    Partner and Chief Operating OfficerCRD 7329514

  • Taylor Leavitt

    Managing Partner and Chief Executive OfficerCRD 6850518

Contacts

2 of 2
  • Andrew Clark

    Managing PartnerCRD 7089143

  • MICHAEL LEAVITT

    Investment Committee ChairmanCRD 6407666

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SALT LAKE CITY , UT

SALT LAKE

Location

SALT LAKE CITY , UT

Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
95 S State St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth