Levine Leichtman Capital Partners, Inc. (Beverly Hills)

Name: Levine Leichtman Capital Partners, Inc.
Address: 335 N. Maple Drive, Beverly Hills, CA, 90210
Telephone: 310-275-5335

Levine Leichtman Capital Partners, Inc. is a large advisory firm based in Beverly Hills. It manages $6.21 billion of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Illinois, New York, and Texas.

Levine Leichtman Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Levine Leichtman Capital Partners: assets under management

The assets under management (AUM) of Levine Leichtman Capital Partners, Inc. is $6.21 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 642% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.21 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $295.54 million each.

Levine Leichtman Capital Partners has custody of $6.19 billion in cash and securities for 21 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Levine Leichtman Capital Partners, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Arthur E Levine serves?

The only and largest group of clients of Arthur E Levine is pooled investment vehicles with 21 clients and $6.21 billion of assets under management. Among the 9 most similar advisory firms, Levine Leichtman Capital Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $6.21 billion for 21 clients. 19% of the firm’s clients are foreign persons or businesses.

Levine Leichtman Capital Partners also advises several private funds. Namely, one hedge fund and twenty private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Levine Leichtman Capital Partners, Inc.

The company employs 50 people that are either part- or full-time employees. 82 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Arthur E Levine has been acting as President since 1 Apr 1984. Lp Llcp Holding Company joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Arthur E Levine	President	1 Apr 1984	25% - 50%	5174885
Lauren Beth Leichtman	Chief executive officer	1 Apr 1984	50% - 75%	5174886
Arthur E Levine	President	1 Mar 1994	Other	5174885
Lauren Beth Leichtman	Chief executive officer	1 Mar 1994	Other	5174886
1988 Levine Leichtman Living Trust Dated June 29	Direct owner	1 Mar 1994	75% - 100%	xxx-xx-xxxx
Steven Evan Hartman	Vice president/chief compliance officer	1 May 1996	Other	5174890
Stephen James Hogan	Chief financial officer	1 Aug 1996	Other	2210924
David Isaac Wolmer	Vice president/chief compliance officer/chief legal officer	1 Mar 2015	Other	6470560
Lp Llcp Holding Company	Member	1 Sep 2018	75% - 100%	98-1448421

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Arthur E Levine	Trustee	1 Jun 1988	Other	5174885
Lauren Beth Leichtman	Trustee	1 Jun 1988	Other	5174886
Lp Maple Drive Management	Limited partner	1 Sep 2018	75% - 100%	98-1448433
Llc Maple Drive Management Gp	General partner	1 Sep 2018	Other	83-2000126
Inc. Maple Drive Management Holdings	Limited partner	1 Sep 2018	75% - 100%	83-1900105
Dated June 29 1988 Leichtman Levine Living Trust	Shareholder	1 Sep 2018	75% - 100%	xxx-xx-xxxx
Arthur E Levine	Manager	1 Sep 2018	Other	5174885
Lauren Beth Leichtman	Manager	1 Sep 2018	Other	5174886

Based in Beverly Hills

The principal office where Levine Leichtman Capital Partners, Inc. performs its advisory services is located at 335 N. Maple Drive, Beverly Hills, CA 90210, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-275-5335 or by fax 310-275-1441. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at llcp.com.