Levine Leichtman Capital Partners, LLC
Beverly Hills, CA·SEC-registered · CRD #140980
Levine Leichtman Capital Partners, LLC is an SEC-registered investment advisory firm in Beverly Hills, CA managing $12B across 56 client accounts, with 52 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$12B
Client accounts
56
Advisory staff
52
Fee model
Fee-only
How Levine Leichtman Capital Partners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Levine Leichtman Capital Partners, LLC
How much does Levine Leichtman Capital Partners, LLC manage?
Per its most recent SEC Form ADV filing (04/30/2026), Levine Leichtman Capital Partners, LLC reports $12B in regulatory assets under management across roughly 56 client accounts.
How does Levine Leichtman Capital Partners, LLC charge?
Levine Leichtman Capital Partners, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Levine Leichtman Capital Partners, LLC a fiduciary?
Yes. Levine Leichtman Capital Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #140980), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Levine Leichtman Capital Partners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Levine Leichtman Capital Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Beverly Hills, CA
Profile compiled from Levine Leichtman Capital Partners, LLC's public SEC Form ADV filing (CRD #140980, filed 04/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Levine Leichtman Capital Partners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Levine Leichtman Capital Partners, LLC? Claim this profile.