Levine Leichtman Strategic Capital, LLC

RIASEC RegisteredEst. 2017
Total AUM
$1.5B
Discretionary
$0
0% of AUM
Avg account
$1.5B
Accounts
1
Employees
73
Advisory reps
4

Firm details

Headquarters
Beverly Hills, California
CRD number
289401
Registered since
September 14, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other100%

Firm profile

FINTRX

Overview

Levine Leichtman Strategic Capital, LLC is an SEC‑registered institutional RIA organized as an LLC and registered in 2017. The firm reports a fee model that combines a percentage of assets under management with performance‑based fees, and it identifies itself as an active ESG investor. It is not listed as a capital allocator or a multi‑state adviser in the snapshot. Regulatory filings indicate the firm functions beyond pure advisory activity — it also appears as an investment sponsor and general partner, acting as managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Jane Kim

    Jane Kim

    Chief Compliance OfficerCRD 7291155

Contacts

3 of 3
  • Arthur Levine

    Arthur Levine

    Founding PartnerCRD 5174885

  • Lauren Leichtman

    Lauren Leichtman

    Founding PartnerCRD 5174886

  • David Wolmer

    David Wolmer

    PartnerCRD 6470560

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Beverly Hills, CA

Los Angeles

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
345 N Maple Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth