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Levitt Capital Management LLC (Boca Raton)


Levitt Capital Management LLC is a large advisory firm based in Boca Raton. It manages $196.61 million of regulatory assets for 124 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Maryland, and New York.

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Levitt Capital Management provides portfolio management for individuals and small businesses and 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.

Levitt Capital Management: assets under management

The assets under management (AUM) of Levitt Capital Management LLC is $196.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 130% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $196.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.59 million each.
Levitt Capital Management has custody of $11.43 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Levitt Capital Management LLC 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.

Based in Boca Raton

The principal office where Levitt Capital Management LLC performs its advisory services is located at 101 N. Federal Highway, Boca Raton, FL 33432, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-893-9901 or by fax 561-893-9596. The normal business hours are 8:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at lcmadvisors.com.


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