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| Happy Holidays!! thanks for using AUM13F!! |
| LEP Management LLC
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|---|---|
| CRD # | 173481 |
| SEC # | 801-111960 |
| CIK # | 0001943311 |
| AUM | $525.3 M (2025-05-13) |
| Employees | 12 (92% Investors, 0% Brokers) |
| Phone | 801-961-1599 |
| Address | 95 S State Street Salt Lake City, UT 84111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Leavitt Equity Partners III LP | [2021-10-06] | 175.1 | 180.0 |
| PE | Leavitt Equity Partners II LP | [2018-01-31] | 0.0 | 241.3 |
| PE | Leavitt Equity Partners I LP | [2014-10-10] | 82.2 | 30.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 525.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 525.3 |
| By Discretionary | ||
| Discretionary | 3 | 525.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 525.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 525.3 | |
| Total | 3 | 525.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Michael Leavitt | 85 | ||
| Brett Graham | 5 | ||
| Andrew Clark | 57 | ||
| Taylor Leavitt | 4 | ||
| Charlie Johnson | 3 | ||
| Craig Omer | 1 | ||
| Leavitt Equity Partners III LLC | 1 | ||
| LEP Management LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001943311] | |
| 4 | [0001943311] |
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