Investment adviser · CRD 173481

LEP MANAGEMENT LLC

Investment adviser filing (IA)

SALT LAKE CITY, UT, United States · Form ADV filed May 6, 2026

Regulatory AUM
$585M
Form ADV · Item 5.F
Client accounts
4
Accounts, not individual clients
Employees
13
Reported in this filing
Advisory professionals
12
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles4$585,156,625100.0%
Filing source

Form ADV 2103045 · May 6, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

4 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LEAVITT EQUITY PARTNERS II, L.P.Private Equity Fund · Last reported May 6, 2026$245MGross asset value

Form D fundraising filings

Leavitt Equity Partners II, L.P.

Fund administrator ALTER DOMUS SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA P.C. SAN FRANCISCO, California, United States
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA P.C.
PCAOB 243

Fund details & source
Fund ID
805-7752107198
Reported beneficial owners
47
Minimum commitment
$100K
Form D file number
021-298483

Form ADV 2103045 · May 6, 2026 · 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.

LEAVITT EQUITY PARTNERS III, L.P.Private Equity Fund · Last reported May 6, 2026$211MGross asset value

Form D fundraising filings

Leavitt Equity Partners III, L.P.

Fund administrator ALTER DOMUS SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA P.C. SAN FRANCISCO, California, United States
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA P.C.
PCAOB 243

Fund details & source
Fund ID
805-4050449582
Reported beneficial owners
86
Minimum commitment
$100K
Form D file number
021-413536

Form ADV 2103045 · May 6, 2026 · 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.

LEAVITT EQUITY PARTNERS I, L.P.Private Equity Fund · Last reported May 6, 2026$19.9MGross asset value

Form D fundraising filings

Leavitt Equity Partners I, L.P.

Fund administrator ALTER DOMUS SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA P.C. SAN FRANCISCO, California, United States
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA P.C.
PCAOB 243

Fund details & source
Fund ID
805-3943169977
Reported beneficial owners
48
Minimum commitment
$100K
Form D file number
021-223511

Form ADV 2103045 · May 6, 2026 · 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.

LEAVITT EQUITY PARTNERS IV, L.P.Private Equity Fund · Last reported May 6, 2026$0Gross asset value

Form D fundraising filings

Leavitt Equity Partners IV, L.P.

Fund administrator ALTER DOMUS SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-3623023559
Reported beneficial owners
42
Minimum commitment
$100K
Form D file number
021-566521

Form ADV 2103045 · May 6, 2026 · 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: May 6, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

95 S. STATE STREET, SUITE 2190
SALT LAKE CITY, UT, 84111, United States

CRD 173481

Filing source

Form ADV 2103045 · May 6, 2026 · 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.