Lep Management LLC
● SEC registered since 2017CRD 173481SEC# 801-111960Salt Lake City, UT
Ranks #3,682 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$585.2M
Fund GAV
$475.2M
Private funds
4
Employees
13
Accounts
4
Location
Salt Lake City, UT
Lep Management LLC assets under management
Lep Management LLC is an investment advisory firm registered with the SEC based in Salt Lake City, UT. The firm has been registered since 2017. It reports $585.2 million in regulatory assets under management and employs 13 people. Lep Management LLC manages 4 private funds with combined gross assets of $475.2 million, including Leavitt Equity Partners II, L.P. By regulatory assets, it ranks 3,682 of 6,030 private fund managers.
Lep Management LLC private funds
4 funds · $475.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Leavitt Equity Partners II, L.P. | Private Equity | $244.6M | $100K |
| Leavitt Equity Partners III, L.P. | Private Equity | $210.8M | $100K |
| Leavitt Equity Partners I, L.P. | Private Equity | $19.9M | $100K |
| Leavitt Equity Partners IV, L.P. | Private Equity | — | $100K |
Lep Management LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Charles Clark Control | Partner | 10-25% | 2018 |
| Leavitt Legacy LLC Control | Member | Over 75% | 2021 |
| Michael O Leavitt Control | Chairman | Under 5% | 2014 |
| Sierra Katharine Smith Control | Coo & Partner | Under 5% | 2021 |
| Stanley Craig Omer Control | Chief Compliance Officer, Chief Financial Officer | Under 5% | 2016 |
| Taylor Smith Leavitt Control | Chief Executive Officer | Under 5% | 2014 |
| Taylor Smith Leavitt Control | Managing Member | Over 75% | 2021 |
Frequently asked questions
How much does Lep Management LLC manage?
Lep Management LLC reports $585.2 million in regulatory assets under management on its Form ADV.
How many private funds does Lep Management LLC manage?
Lep Management LLC manages 4 private funds with combined gross assets of $475.2 million.
How many employees does Lep Management LLC have?
Lep Management LLC reports 13 employees.
Where is Lep Management LLC located?
Lep Management LLC is based in Salt Lake City, UT and has been SEC-registered since 2017.
Does Lep Management LLC disclose fund performance?
Lep Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 95 S. State Street, Suite 2190, Salt Lake City, UT 84111 |
| Phone | 801-961-1599 |
| Office hours | 9a.m. - 6p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$585.2M▲ 11%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,306 advisers
AUM vs fund managersTop 61%
Larger than 39% of 6,030 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 34%
More than 66% of 16,824 advisers
Assets under management
$585.2Mregulatory AUM
Discretionary $585.2M