LEAVITT FINANCIAL CONSULTANTS INC
Legal name: LEAVITT CAPITAL MANAGEMENT INC
CRD #104987 SEC #801-27280 NORTHBROOK, IL 847-205-1300
SEC Registered Private Funds
Total AUM
$187.6M
Discretionary
$176.4M
Employees
7
Clients
26
Accounts
206
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $187.6M | $176.4M | $11.2M | 7 | 26 |
| Nov 2014 | $268M | $253.2M | $14.8M | 8 | 100 |
| Mar 2014 | $268M | $253.2M | $14.8M | 8 | 100 |
| Mar 2013 | $300.3M | $282M | $18.3M | 9 | 111 |
| Mar 2012 | $351.8M | $326.4M | $25.4M | 6 | 123 |
| Jun 2011 | $339.4M | $284.8M | $54.6M | 10 | -- |
| Mar 2011 | $339.4M | $284.8M | $54.6M | 10 | -- |
| Mar 2009 | $422.3M | $332.7M | $89.6M | -- | -- |
| Mar 2008 | $583.5M | $416.6M | $166.9M | -- | -- |
| Dec 2007 | $556.2M | $411.6M | $144.6M | -- | -- |
| Sep 2007 | $556.2M | $411.6M | $144.6M | -- | -- |
| Mar 2007 | $556.2M | $411.6M | $144.6M | -- | -- |
| Mar 2006 | $492.7M | $341.5M | $151.2M | -- | -- |
| Sep 2005 | $430M | $303.9M | $126.1M | 10 | -- |
| Mar 2004 | $336.8M | $246.8M | $89.9M | 10 | -- |
| Mar 2002 | $153.4M | $114.6M | $38.8M | 5 | -- |
| Jun 2001 | $140.6M | $95.9M | $44.7M | 5 | -- |
DateMar 2015
Total AUM$187.6M
Discretionary$176.4M
Non-Disc.$11.2M
Employees7
Clients26
DateNov 2014
Total AUM$268M
Discretionary$253.2M
Non-Disc.$14.8M
Employees8
Clients100
DateMar 2014
Total AUM$268M
Discretionary$253.2M
Non-Disc.$14.8M
Employees8
Clients100
DateMar 2013
Total AUM$300.3M
Discretionary$282M
Non-Disc.$18.3M
Employees9
Clients111
DateMar 2012
Total AUM$351.8M
Discretionary$326.4M
Non-Disc.$25.4M
Employees6
Clients123
DateJun 2011
Total AUM$339.4M
Discretionary$284.8M
Non-Disc.$54.6M
Employees10
Clients--
DateMar 2011
Total AUM$339.4M
Discretionary$284.8M
Non-Disc.$54.6M
Employees10
Clients--
DateMar 2009
Total AUM$422.3M
Discretionary$332.7M
Non-Disc.$89.6M
Employees--
Clients--
DateMar 2008
Total AUM$583.5M
Discretionary$416.6M
Non-Disc.$166.9M
Employees--
Clients--
DateDec 2007
Total AUM$556.2M
Discretionary$411.6M
Non-Disc.$144.6M
Employees--
Clients--
DateSep 2007
Total AUM$556.2M
Discretionary$411.6M
Non-Disc.$144.6M
Employees--
Clients--
DateMar 2007
Total AUM$556.2M
Discretionary$411.6M
Non-Disc.$144.6M
Employees--
Clients--
DateMar 2006
Total AUM$492.7M
Discretionary$341.5M
Non-Disc.$151.2M
Employees--
Clients--
DateSep 2005
Total AUM$430M
Discretionary$303.9M
Non-Disc.$126.1M
Employees10
Clients--
DateMar 2004
Total AUM$336.8M
Discretionary$246.8M
Non-Disc.$89.9M
Employees10
Clients--
DateMar 2002
Total AUM$153.4M
Discretionary$114.6M
Non-Disc.$38.8M
Employees5
Clients--
DateJun 2001
Total AUM$140.6M
Discretionary$95.9M
Non-Disc.$44.7M
Employees5
Clients--