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| LEP Management LLC
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|---|---|
| CRD # | 173481 |
| SEC # | 801-111960 |
| CIK # | 0001943311 |
| AUM | 585.2 M (2026-05-06) |
| Employees | 13 (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 | AUM |
|---|---|---|---|---|
| PE | Leavitt Equity Partners IV LP | [2026-03-30] | ||
| Filed 2025-12-11 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Leavitt Equity Partners III LP | [2021-10-06] | 175.1 M | 210.8 M |
| Filed 2023-12-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Finder's Fee $245,000 · Revenue Decline to Disclose | ||||
| PE | Leavitt Equity Partners II LP | [2018-01-31] | 244.6 M | |
| Offered $125,000,000 · Filed 2017-11-13 (D) · Exemption 506(b), 3(c)(1), 3(c) · Remaining $125,000,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Leavitt Equity Partners I LP | [2014-10-10] | 82.2 M | 19.9 M |
| Offered $100,000,000 · Filed 2015-09-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $17,800,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 4 | 585.2 |
| (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 | 4 | 585.2 |
| By Discretionary | ||
| Discretionary | 4 | 585.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 585.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 585.2 | |
| Total | 4 | 585.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Leavitt | Executive Officer | 97 | 3 | |
| Andrew Clark | Executive Officer | 63 | 3 | |
| Brett Graham | Executive Officer | 5 | 3 | |
| Taylor Leavitt | Executive Officer | 5 | 2 | |
| Charlie Johnson | Executive Officer | 3 | 2 | |
| Lep Management LLC | Director | 2 | 1 | |
| Leavitt Equity Partners IV LLC | Director | 1 | 1 | |
| Craig Omer | Executive Officer | 1 | 1 | |
| Leavitt Equity Partners III LLC | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001943311] | |
| 4 | [0001943311] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
P3 Health Partners Inc PIII
Class A Common Stock
|
2024-05-24 | Buy | 7,974,481 | ||
|
P3 Health Partners Inc PIII
Warrant · derivative
|
2024-05-24 | Buy | 7,974,481 | ||
|
P3 Health Partners Inc PIII
Class A Common Stock
|
2023-04-06 | Grant | 894,454 | ||
|
P3 Health Partners Inc PIII
Class A Common Stock
|
2023-04-06 | Grant | 8,944,543 | ||
|
P3 Health Partners Inc PIII
Warrant · derivative
|
2023-04-06 | Grant | 670,841 | ||
|
P3 Health Partners Inc PIII
Warrant · derivative
|
2023-04-06 | Grant | 6,708,407 |
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