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.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 4 | $585,156,625 | 100.0% |
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 fundsThe 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.
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.
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.
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.
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 2190SALT 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.