LEP MANAGEMENT LLC
Adviser information for LEP MANAGEMENT LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Utah, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 12 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $468.8M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $468.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $468.8M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based feesOTHER FEES RECEIVED FROM PORTFOLIO COMPANIES |
Identifiers
| SEC RIA File Number | 801-111960 |
|---|---|
| SEC ERA File Number | 801-111960 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 173481 |
| Legal Entity Identifier | None |
Principal Office
95 S. STATE STREETSUITE 2190
SALT LAKE CITY
UT
United States
Monday - Friday, 9AM - 6PM
Tel: 801-961-1599, Fax: None
Chief Compliance Officer
CRAIG OMER
CFO
95 S. STATE STREET, SUITE 2190
SALT LAKE CITY
UT
United States
Tel:
801-633-8790
C*********@****************M
(Full email address available in API data)
Regulatory Contact
SIERRA SMITH
SVP
95 S. STATE STREET, SUITE 2190
SALT LAKE CITY
UT
United States
Tel:
6417807011
S***********@****************M
(Full email address available in API data)
Industry Affiliates
| LEAVITT EQUITY PARTNERS II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LEAVITT EQUITY PARTNERS III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LEAVITT EQUITY PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LEAVITT EQUITY PARTNERS I, L.P. | Private Equity Fund | $32.2M | $0.1M | 48 |
| LEAVITT EQUITY PARTNERS II, L.P. | Private Equity Fund | $231.0M | $0.1M | 47 |
| LEAVITT EQUITY PARTNERS III, L.P. | Private Equity Fund | $123.8M | $0.1M | 85 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LEAVITT, MICHAEL, O | Individual | – | CHAIRMAN | 08/2014 | < 5% |
| Leavitt, Taylor, Smith | Individual | – | CHIEF EXECUTIVE OFFICER | 08/2014 | < 5% |
| Omer, Stanley, Craig | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | 06/2016 | < 5% |
| Clark, Andrew, Charles | Individual | – | PARTNER | 01/2018 | < 5% |
| LEAVITT LEGACY LLC | Domestic Entity | – | MEMBER | 01/2021 | > 75% |
| Smith, Sierra, Katharine | Individual | – | SENIOR VICE PRESIDENT, OPERATIONS | 01/2021 | < 5% |
| Leavitt, Taylor, Smith | Individual | LEAVITT LEGACY LLC | MANAGING MEMBER | 01/2021 | > 75% |