LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC

Overview

Levine Leichtman Strategic Capital, LLC is an SEC-registered investment adviser formed as a limited liability company in 2017. The firm operates primarily as an adviser and sponsor—serving as a general partner and managing member of pooled investment vehicles—rather than a broad retail wealth manager. The adviser reports being an active ESG investor and uses a fee structure that includes both a percentage-of-AUM component and performance-based fees, which aligns with private-fund-style compensation arrangements and incentive alignment with investors. Investment activity is concentrated and specialist in nature. The firm's ADV classifies its primary asset exposure as “Other,” which, together with its role as sponsor and GP, suggests the business focuses on bespoke fund structures, private placements and externally managed alternative strategies rather than model-driven discretionary SMA overlays. The adviser reports non-discretionary relationships, indicating it provides advice or advisory services without routine trading authority over client portfolios.

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Location & Offices