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.
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 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.
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.
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.
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.