Data / Investment advisers / California / Levine Leichtman Strategic Capital, LLC
Levine Leichtman Strategic Capital, LLC, Beverly Hills, CA: $1.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Levine Leichtman Strategic Capital, LLC is an SEC registered investment adviser with its main office in Beverly Hills, California and reports $1.5 billion in regulatory assets under management in its Form ADV filed October 2, 2026. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 289401
- SEC file number
- 801-111710
- SEC status
- Approved, effective September 14, 2017
- Main office
- 345 N. Maple Drive Suite 300, Beverly Hills, CA 90210
- Phone
- (310) 237-7594
- Regulatory AUM
- $1,503,161,000 in the Form ADV filed October 2, 2026
- Non discretionary AUM
- $1,503,161,000
- Accounts
- 1
- Employees
- 73, of which 52 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Other offices
- 7
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 2, 2026
- SEC record
- Investment Adviser Public Disclosure
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 | $1.50 billion | March 31, 2026 |
| December 1, 2025 | $1.29 billion | March 27, 2025 |
Other advisers in Beverly Hills
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Gobi Capital LLC | Beverly Hills | $2.69 billion | 3 | adviserinfo.sec.gov |
| Checchi Capital Advisers, LLC | Beverly Hills | $2.59 billion | Not listed | adviserinfo.sec.gov |
| Grant Tani Barash & Altman, LLC | Beverly Hills | $2.28 billion | Not listed | adviserinfo.sec.gov |
| Joel R. Mogy Investment Counsel Inc. | Beverly Hills | $2.18 billion | Not listed | adviserinfo.sec.gov |
| Monogram Capital Management, L.P. | Beverly Hills | $1.79 billion | 27 | adviserinfo.sec.gov |
| Elyxium Wealth LLC | Beverly Hills | $1.39 billion | 1 | adviserinfo.sec.gov |
| Cheviot Value Management, LLC | Beverly Hills | $1.17 billion | Not listed | adviserinfo.sec.gov |
| Aire Advisors, LLC | Beverly Hills | $1.01 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Beverly Hills, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Levine Leichtman Strategic Capital, LLC on the SEC's adviser search
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.