LEP Management LLC
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 173481
- Registered since
- October 27, 2017
- Website
- leavittequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
LEP Management LLC is an SEC-registered limited liability company that operates as a private equity manager and sponsor of pooled investment vehicles. Registered in 2017, the firm serves institutional clients rather than acting as a capital allocator; its primary activity is portfolio management for pooled funds, and it routinely serves as sponsor, general partner and managing member of those vehicles. Compensation is a mix of asset-based fees and performance-linked fees (plus other fee arrangements), and the firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Stanley Omer
Chief Financial Officer & Chief Compliance OfficerCRD 6850520

Sierra Smith
Partner and Chief Operating OfficerCRD 7329514

Taylor Leavitt
Managing Partner and Chief Executive OfficerCRD 6850518
Contacts
2 of 2
Andrew Clark
Managing PartnerCRD 7089143

Michael Leavitt
Investment Committee ChairmanCRD 6407666
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 95 S State St
- Time zone
- MT (UTC-7)
- Office locations
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