Firm profile

LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC

BEVERLY HILLS, CACRD 289401Latest ADV March 31, 2026

Levine Leichtman Strategic Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beverly Hills, CA. Its latest Form ADV filing, dated March 31, 2026, reports $1.5B in regulatory assets under management, 73 employees, 7 offices, and 1 account.

Assets Under Management
$1.5B
Employees
73
Offices
7 offices
Total Clients
<5
Primary office
BEVERLY HILLS, CA
345 N. MAPLE DRIVE, SUITE 300, BEVERLY HILLS, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOJane H. Kim
CFORashma A. Patel
COODavid I. Wolmer

Advisory services offered

1 types reported
Other advisory services

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHOLDING (OPERATING) COMPANY represent 100.0% of total clients.
Top client categories% of clientsClients
1
HOLDING (OPERATING) COMPANY
100.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.5Bas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.5B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.5B
Total Accounts1
10Y AUM Change+$1.5B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees73
Clients per Employee0:1
10Y Employee Change+27 (+58.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.