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Rashma Patel

Chief Financial Officer at Levine Leichtman Capital Partners

Officer recordForm ADV filed 17 July 2026

Rashma Patel is Chief Financial Officer of Levine Leichtman Capital Partners, LLC, a Beverly Hills investment adviser.

Career

Rashma Patel has been Chief Financial Officer of Levine Leichtman Capital Partners since May 2025. Rashma Patel is a control person of the firm and directly owns under 5% of it. Rashma Patel holds a B.S. in Accountancy — Northern Illinois University. Rashma Patel studied at M.Acc. — Northern Illinois University.

Levine Leichtman Capital Partners, LLC is a Beverly Hills, CA firm with $11.9B under management, 56 clients and 52 advisers across 8 offices, as of its July 2026 filing.

Patel joined in 2008 after audit work for investment-industry clients at KPMG.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Rashma Patel is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Rashma Patel
CRD
8244447
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Rashma Patel work?

Rashma Patel has been Chief Financial Officer of Levine Leichtman Capital Partners, LLC since May 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 17 July 2026

Leadership at Levine Leichtman Capital Partners

Sources

  1. IAPD individual lookup, CRD 8244447. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Levine Leichtman Capital Partners, LLC, filed 17 July 2026. Title, control and ownership bands.
  3. LLCP official team biography. Biography, education.

Retrieved 18 October 2026. The SEC record may have been amended since.

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