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Levine Leichtman Capital Partners

SEC-registered adviser since 2006Beverly Hills, CACRD 140980

56
Clients
52
Advisory staff

From Form ADV filed 17 July 2026 · data retrieved 15 October 2026SEC record

Levine Leichtman Capital Partners is an investment adviser headquartered in Beverly Hills, California, and registered with the SEC since 2006. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management and performance-based fees. LLCP Holding Company, LP owns 75% or more of Levine Leichtman Capital Partners.

Clients

Levine Leichtman Capital Partners serves 56 clients. The average client has about $212 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles56 clients100%
Show client breakdown
Pooled investment vehicles
Clients
56
Regulatory AUM
$11,876,762,885
Share
100.0%
Avg. per client
$212.1M

Total

Clients
56
Regulatory AUM
$11,876,762,885
Share
100%
Avg. per client
$212.1M

What it does

Levine Leichtman Capital Partners provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.

Levine Leichtman Capital Partners advises 54 private funds.

100.0% of assets ($11.88B across 56 accounts) are managed with discretion. 25% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Levine Leichtman Capital Partners has custody of $11.88B for 56 clients.

Managed account assets by custodian
  • All other custodians$11.88B100%

Ownership and leadership

LLCP Holding Company, LP owns 75% or more of Levine Leichtman Capital Partners.

Who owns the firm
Levine Leichtman Capital Partners, LLC· the adviser
  • LLCP Holding Company, LP

    Control person · since September 2018

    Owns 75% or more of Levine Leichtman Capital Partners, LLC

Leadership

  • David Wolmer
    General Counsel/Chief Operating Officer/Vice President
  • Rashma Patel
    Chief Financial Officer
  • Jane Kim
    Chief Compliance Officer and Associate General Counsel
  • Lauren Leichtman
    Co-Chairperson of the Executive Committee
  • Arthur Levine
    Co-Chairperson of the Executive Committee

Staff

  • 73 employees
  • 52 in advisory functions

Fees

Levine Leichtman Capital Partners is paid through a percentage of assets under management and performance-based fees.

Levine Leichtman Capital Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Levine Leichtman Capital Partners has 7 offices, with 4 listed addresses across 4 states.

Listed office addresses by state

California · 1 listed address

  • 345 N. Maple Drive, Suite 300, Beverly HillsHQ

Registration details

Legal name
Levine Leichtman Capital Partners, LLC
Headquarters
345 N. Maple Drive, Suite 300, Beverly Hills, CA 90210-5183
SEC file
801-66987
Structure
California LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Levine Leichtman Capital Partners have?

Levine Leichtman Capital Partners has 56 clients and manages $11.9 billion for them, as of July 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 July 2026

What services does Levine Leichtman Capital Partners offer?

Levine Leichtman Capital Partners provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Levine Leichtman Capital Partners have?

Levine Leichtman Capital Partners has 0 investment adviser representatives registered with state securities authorities, out of 73 employees, and 52 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Levine Leichtman Capital Partners?

Levine Leichtman Capital Partners’ direct owner is LLCP Holding Company, LP (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 17 July 2026

How does Levine Leichtman Capital Partners get paid?

Levine Leichtman Capital Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 17 July 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 140980.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Levine Leichtman Capital Partners, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.