Investment adviser · CRD 104987
LEAVITT CAPITAL MANAGEMENT INC
Investment adviser filing (IA)
LEAVITT FINANCIAL CONSULTANTS INC
NORTHBROOK, IL, United States · Form ADV filed Mar 13, 2015
- Regulatory AUM
- $188M Form ADV · Item 5.F
- Client accounts
- 206 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Private funds & service providers
20 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
RED RIVER PARTNERS LLCOther Private Fund · Last reported Mar 13, 2015$10.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
DEUTSCHE BANK SECURITIES INC.
SEC 8-17822
Fund details & source
- Fund ID
- 805-9105239055
- Reported beneficial owners
- 42
- Minimum commitment
- $100K
- Form D file number
- 021-90783
Form ADV 878591 · Mar 13, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AQUILO PARTNERS LLCOther Private Fund · Last reported Mar 13, 2015$8.75MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
DEUTSCHE BANK SECURITIES INC.
SEC 8-17822
Fund details & source
- Fund ID
- 805-2237375892
- Reported beneficial owners
- 39
- Minimum commitment
- $100K
- Form D file number
- 021-94986
Form ADV 878591 · Mar 13, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
GLOBAL WATER OPPORTUNITIES LLCOther Private Fund · Last reported Mar 13, 2015$8.33MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-6420880999
- Reported beneficial owners
- 9
- Minimum commitment
- $250K
- Form D file number
- 021-153768
Form ADV 878591 · Mar 13, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LCM NATURAL GAS INVESTMENT PARTNERS, LLCOther Private Fund · Last reported Mar 13, 2015$7.33MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-2507010184
- Reported beneficial owners
- 22
- Minimum commitment
- $100K
- Form D file number
- 021-126298
Form ADV 878591 · Mar 13, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TERRA PARTNERS LLCOther Private Fund · Last reported Mar 13, 2015$7.22MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
DEUTSCHE BANK SECURITIES INC.
SEC 8-17822
Fund details & source
- Fund ID
- 805-7322187699
- Reported beneficial owners
- 57
- Minimum commitment
- $100K
- Form D file number
- 021-56293
Form ADV 878591 · Mar 13, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
VENTANA INVESTMENT PARTNERS LLCOther Private Fund · Last reported Mar 13, 2015$7.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-3100682840
- Reported beneficial owners
- 36
- Minimum commitment
- $250K
- Form D file number
- 021-83132
Form ADV 878591 · Mar 13, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ZAMBEZI PARTNERS LLCOther Private Fund · Last reported Mar 13, 2015$7.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
DEUTSCHE BANK SECURITIES INC.
SEC 8-17822
Fund details & source
- Fund ID
- 805-3975341036
- Reported beneficial owners
- 28
- Minimum commitment
- $250K
- Form D file number
- 021-117299
Form ADV 878591 · Mar 13, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 13, 2015. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3000 DUNDEE RD STE 101NORTHBROOK, IL, 60062, United States
CRD 104987
Filing source
Form ADV 878591 · Mar 13, 2015 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.