Levine Leichtman Capital Partners, LLC

RIASEC RegisteredEst. 2006
Total AUM
$11.9B
Discretionary
$11.9B
100% of AUM
Avg account
$212M
Accounts
56
Employees
73
Advisory reps
4

Firm details

Headquarters
Beverly Hills, California
CRD number
140980
Registered since
July 10, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Levine Leichtman Capital Partners, LLC is an SEC-registered private equity manager organized as an LLC and in operation since 2006. The firm targets institutional clients and functions primarily as a sponsor and manager of pooled investment vehicles, serving as general partner and managing member for its funds. Its advisory activities focus on portfolio management for those pooled vehicles rather than acting as a pure capital allocator. The firm charges a combination of percentage-of-AUM management fees and performance-based fees and reports being 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

1 of 1
  • Jane Kim

    Jane Kim

    Chief Compliance OfficerCRD 7291155

Contacts

3 of 3
  • David Wolmer

    David Wolmer

    PartnerCRD 6470560

  • Arthur Levine

    Arthur Levine

    Founding PartnerCRD 5174885

  • Lauren Leichtman

    Lauren Leichtman

    Founding PartnerCRD 5174886

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

Beverly Hills, CA

Los Angeles

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
345 N Maple Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth