Data / Investment advisers / Utah / Lep Management LLC
Lep Management LLC, Salt Lake City, UT: $585 million AUM, SEC registered investment adviser
Lep Management LLC is an SEC registered investment adviser with its main office in Salt Lake City, Utah and reports $585 million in regulatory assets under management in its Form ADV filed May 6, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 173481
- SEC file number
- 801-111960
- SEC status
- Approved, effective October 27, 2017
- Main office
- 95 S. State Street Suite 2190, Salt Lake City, UT 84111
- Phone
- (801) 961-1599
- Regulatory AUM
- $585,156,625 in the Form ADV filed May 6, 2026
- Discretionary AUM
- $585,156,625
- Accounts
- 4
- Employees
- 13, of which 12 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 4: 4 private equity funds
- Gross assets of private funds
- $475,224,764
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $585.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $585.2 million | March 30, 2026 |
| December 1, 2025 | $525.3 million | May 13, 2025 |
Other advisers in Salt Lake City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Truenorth Wealth | Salt Lake City | $1.27 billion | Not listed | adviserinfo.sec.gov |
| Three Seasons Wealth | Salt Lake City | $1.23 billion | Not listed | adviserinfo.sec.gov |
| Taylor Derrick Capital, L.L.C. | Salt Lake City | $910.7 million | 10 | adviserinfo.sec.gov |
| Zions Capital Advisors, Inc. | Salt Lake City | $830.8 million | Not listed | adviserinfo.sec.gov |
| M3f, Inc. | Salt Lake City | $778.2 million | 1 | adviserinfo.sec.gov |
| Jacobsen Capital Management | Salt Lake City | $562.9 million | Not listed | adviserinfo.sec.gov |
| Narus Financial Partners, LLC | Salt Lake City | $559 million | Not listed | adviserinfo.sec.gov |
| Cimarron Healthcare Capital, LLC | Salt Lake City | $532.7 million | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Salt Lake City, UT
- Investment advisers in Utah
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Lep Management LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.