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| LEP Management LLC
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| |
|---|---|
| CRD # | 173481 |
| SEC # | 801-111960 |
| CIK # | 0001943311 |
| AUM | $468.8 MM (2024-05-01) |
| Employees | 12 (100% Investors, 0% Brokers) |
| Phone | 801-961-1599 |
| Address | 95 S State Street Salt Lake City, UT 84111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Langford Energy Partners I QP LP | [2023-03-22] | 0.0 | 13.3 |
| PE | Langford Energy Partners I LP | [2022-03-31] | 76.3 | 78.8 |
| PE | Leavitt Equity Partners III LP | [2021-10-06] | 175.1 | 123.8 |
| PE | Leavitt Equity Partners II LP | [2018-01-31] | 0.0 | 231.0 |
| PE | Leavitt Equity Partners I LP | [2014-10-10] | 82.2 | 32.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 468.8 |
| (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 | 468.8 |
| By Discretionary | ||
| Discretionary | 3 | 468.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 468.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 468.8 | |
| Total | 3 | 468.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Michael Leavitt | 78 | |||
| Ben Brigham | 9 | |||
| Brett Graham | 5 | |||
| Andrew Clark | 57 | |||
| Taylor Leavitt | 4 | |||
| A Langford | 4 | |||
| Charlie Johnson | 3 | |||
| Manager Lep Management LLC | 2 | |||
| General Partner Lep I GP LP | 2 | |||
| Leavitt Equity Partners III LLC | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 3 | [0001943311] | |
| 4 | [0001943311] |
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|---|---|---|
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Forge Global Advisors LLC
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|
CA | 0.5 |
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Navimed Capital Advisors LLC
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VA | 0.5 |
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Capitala Private Advisors LLC
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Shorehill Capital LLC
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Turnspire Capital Partners LLC
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NY | 0.5 |
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SER Capital Partners Management LP
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Blue Sage Services LP
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TX | 0.5 |
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Guardian Capital Partners Investment Management LP
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PA | 0.5 |
|
Astara Capital Partners LP
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NY | 0.5 |
|
Potentum Partners LP
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|
0.5 |