Levine Leichtman Strategic Capital, LLC

RIASEC Registered
Total AUM
$1.5B
Discretionary
$0
0% of AUM
Avg account
$1.5B
Accounts
1
Employees
73
Advisory reps
4

Firm details

Headquarters
Beverly Hills, California
CRD number
289401
Registered since
September 14, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other100%

Firm profile

FINTRX

Overview

Levine Leichtman Strategic Capital, LLC is an institutional registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2017) and reports an ownership structure described as a domestic entity and individual. Its advisory fees combine a percentage of assets under management with performance-based fees, and it identifies itself as an active ESG investor. The firm is classified as an institutional RIA and does not describe itself as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Jane Kim

    Jane Kim

    Chief Compliance OfficerCRD 7291155

Contacts

3 of 3
  • Arthur Levine

    Arthur Levine

    Founding PartnerCRD 5174885

  • Lauren Leichtman

    Lauren Leichtman

    Founding PartnerCRD 5174886

  • David Wolmer

    David Wolmer

    PartnerCRD 6470560

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth