Lep Management Llc
- Regulatory AUM
- $585M
- Discretionary
- $585M
- Clients
- 4
- Avg AUM / client
- $146M
- Accounts
- 4
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $585M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $387M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Leavitt Equity Partners Ii, L.P. | Private Equity Fund | Delaware | $231M | 47 |
| Leavitt Equity Partners Iii, L.P. | Private Equity Fund | Delaware | $124M | 85 |
| Leavitt Equity Partners I, L.P. | Private Equity Fund | Delaware | $32.2M | 48 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Leavitt, Michael, O | Chairman | Aug 2014 (12y) | Less than 5% | |
| Leavitt, Taylor, Smith | Chief Executive Officer | Aug 2014 (12y) | ≈ 56.25% – 100% via Leavitt Legacy Llc | |
| Omer, Stanley, Craig | Chief Compliance Officer, Chief Financial Officer | Jun 2016 (10y) | Less than 5% | |
| Clark, Andrew, Charles | Partner | Jan 2018 (9y) | Less than 5% | |
| Smith, Sierra, Katharine | Senior Vice President, Operations | Jan 2021 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Leavitt Legacy Llc | Member | Jan 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Leavitt, Taylor, Smith: 75% – 100% of Leavitt Legacy Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $387M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Leavitt Equity Partners Ii, L.P. | Private Equity Fund | $231M | $100K | 47 |
| Leavitt Equity Partners Iii, L.P. | Private Equity Fund | $124M | $100K | 85 |
| Leavitt Equity Partners I, L.P. | Private Equity Fund | $32.2M | $100K | 48 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/06/2026 | 1.84 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • OTHER FEES RECEIVED FROM PORTFOLIO COMPANIES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 06, 2026.
View current Form ADV (SEC/IAPD) ↗