Levine Leichtman Strategic Capital, LLC is a large advisory firm based in Beverly Hills. It manages $102.83 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Illinois, New York, North Carolina, and Texas.
Levine Leichtman Strategic Capital provides portfolio management to a holding (operating) company. 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 Strategic Capital, LLC is $102.83 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Levine Leichtman Strategic Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 54 people that are either part- or full-time employees. 80 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 Sep 2016. Dated June 29 1988 Leichtman Levine Living Trust joined the executive team most recently as the Member.
The principal office where Levine Leichtman Strategic Capital, LLC performs its advisory services is located at 345 N. Maple Drive, Beverly Hills, CA 90210 5162, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. 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.