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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2015
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DRELLA, PAMELA, LYNN | I | VICE PRESIDENT-OPERATIONS | NA | Control |
| DRELLA, PAMELA, LYNN | I | VICE PRESIDENT-OPERATIONS | NA | Control |
| DRELLA, PAMELA, LYNN | I | VICE PRESIDENT-OPERATIONS | NA | Control |
| DRELLA, PAMELA, LYNN | I | VICE PRESIDENT-OPERATIONS | NA | Control |
| DRELLA, PAMELA, LYNN | I | VICE PRESIDENT-OPERATIONS & ASST. SECRETARY | NA | Control |
| HANDLER, ROBERT, PAUL | I | DIRECTOR | NA | Control |
| HANDLER, ROBERT, PAUL | I | DIRECTOR | NA | Control |
| LAWLOR, PATRICK, EDWARD | I | PRESIDENT | NA | Control |
| LAWLOR, PATRICK, EDWARD | I | PRESIDENT | NA | Control |
| LEAVITT, LINDA, H. | I | SECRETARY & DIRECTOR | NA | Control |
| LEAVITT, LINDA, SUE | I | TRUSTEE OF THE WILLIAM S. LEAVITT DECLARATION OF TRUST U/A/D APRIL 13, 2013 | NA | Control |
| LEAVITT, LINDA, SUE | I | TRUSTEE OF THE WILLIAM S. LEAVITT DECLARATION OF TRUST U/A/D APRIL 13, 2013 | NA | Control |
| PIECUCH, DONNA, ANN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, & ASST SECRETARY | NA | Control |
| PIECUCH, DONNA, ANN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, & ASST SECRETARY | NA | Control |
| PIECUCH, DONNA, ANN | I | EXEC. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, & ASST SECRETARY | NA | Control |
| PIECUCH, DONNA, ANN | I | EXEC. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, & ASST SECRETARY | NA | Control |
| PIECUCH, DONNA, ANN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, & ASST SECRETARY | NA | Control |
| PIECUCH, DONNA, ANN | I | VICE PRESIDENT & ASSISTANT SECRETARY | NA | Control |
| PIECUCH, DONNA, ANN | I | EXEC. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, & ASST SECRETARY | NA | Control |
| PIECUCH, DONNA, ANN | I | VICE PRESIDENT & ASSISTANT SECRETARY | NA | Control |
| PIECUCH, DONNA, ANN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, & ASST SECRETARY | NA | Control |
| PIECUCH, DONNA, ANN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, & ASST SECRETARY | NA | Control |
| PIECUCH, DONNA, ANN | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, & ASST SECRETARY | NA | Control |
| PIECUCH, DONNA, ANN | I | VICE PRESIDENT & ASSISTANT SECRETARY | NA | Control |
| PIECUCH, DONNA, ANN | I | EXEC. VICE PRESIDENT & ASST SECRETARY, INTERIM CCO | NA | Control |
| PIECUCH, DONNA, ANN | I | EXEC. VICE PRESIDENT & ASST SECRETARY | NA | Control |
| PIECUCH, DONNA, ANN | I | EXEC. VICE PRESIDENT & ASST SECRETARY | NA | Control |
| PIECUCH, DONNA, ANN | I | EXEC. VICE PRESIDENT & ASST SECRETARY, INTERIM CCO | NA | Control |
| PIECUCH, DONNA, ANN | I | EXEC. VICE PRESIDENT & ASST SECRETARY, INTERIM CCO | NA | Control |
| LEAVITT FAMILY TRUST | DE | HOLDS 100% OF CLASS A PREFERRED STOCK | E | Control |
| LEAVITT FAMILY TRUST | DE | HOLDS 100% OF CLASS A PREFERRED STOCK | E | Control |
| LEAVITT FAMILY TRUST | DE | HOLDS 100% OF CLASS A PREFERRED STOCK | E | Control |
| LEAVITT FAMILY TRUST | DE | HOLDS 100% OF CLASS A PREFERRED STOCK | E | Control |
| LEAVITT FAMILY TRUST | DE | HOLDS 100% OF CLASS A PREFERRED STOCK | E | Control |
| LEAVITT FAMILY TRUST | DE | HOLDS 100% OF CLASS A PREFERRED STOCK | E | Control |
| LEAVITT FAMILY TRUST | DE | HOLDS 100% OF CLASS A PREFERRED STOCK | E | Control |
| LEAVITT FAMILY TRUST | DE | HOLDS 100% OF CLASS A PREFERRED STOCK | E | Control |
| LEAVITT FAMILY TRUST | DE | HOLDS 100% OF CLASS A PREFERRED STOCK | E | Control |
| LEAVITT FAMILY TRUST | DE | HOLDS 100% OF CLASS A PREFERRED STOCK | E | Control |
| LEAVITT FAMILY TRUST | DE | HOLDS 100% OF CLASS A PREFERRED STOCK | E | Control |
| LEAVITT FAMILY TRUST | DE | HOLDS 100% OF CLASS A PREFERRED STOCK | E | Control |
| LEAVITT FAMILY TRUST | DE | HOLDS 100% OF CLASS A PREFERRED STOCK | E | Control |
| LEAVITT FAMILY TRUST | DE | HOLDS 100% OF CLASS A PREFERRED STOCK | E | Control |
| LEAVITT FAMILY TRUST | DE | HOLDS 100% OF CLASS A PREFERRED STOCK | E | Control |
| LEAVITT, JOYCE, RENEE | I | TRUSTEE & BENEFICIARY UNDER LEAVITT FAMILY TRUST | E | Control |
| LEAVITT, JOYCE, RENEE | I | TRUSTEE & BENEFICIARY UNDER LEAVITT FAMILY TRUST | E | Control |
| LEAVITT, JOYCE, RENEE | I | TRUSTEE & BENEFICIARY UNDER LEAVITT FAMILY TRUST | E | Control |
| LEAVITT, JOYCE, RENEE | I | TRUSTEE & BENEFICIARY UNDER LEAVITT FAMILY TRUST | E | Control |
| LEAVITT, JOYCE, RENEE | I | TRUSTEE & BENEFICIARY UNDER LEAVITT FAMILY TRUST | E | Control |
| LEAVITT, JOYCE, RENEE | I | TRUSTEE & BENEFICIARY UNDER LEAVITT FAMILY TRUST | E | Control |
| LEAVITT, JOYCE, RENEE | I | TRUSTEE & BENEFICIARY UNDER LEAVITT FAMILY TRUST | E | Control |
| LEAVITT, JOYCE, RENEE | I | TRUSTEE & BENEFICIARY UNDER LEAVITT FAMILY TRUST | E | Control |
| LEAVITT, JOYCE, RENEE | I | TRUSTEE & BENEFICIARY UNDER LEAVITT FAMILY TRUST | E | Control |
| LEAVITT, JOYCE, RENEE | I | TRUSTEE & BENEFICIARY UNDER LEAVITT FAMILY TRUST | E | Control |
| LEAVITT, JOYCE, RENEE | I | TRUSTEE & BENEFICIARY UNDER LEAVITT FAMILY TRUST | E | Control |
| LEAVITT, JOYCE, RENEE | I | TRUSTEE & BENEFICIARY UNDER LEAVITT FAMILY TRUST | E | Control |
| LEAVITT, JOYCE, RENEE | I | TRUSTEE & BENEFICIARY UNDER LEAVITT FAMILY TRUST | E | Control |
| LEAVITT, JOYCE, RENEE | I | TRUSTEE & BENEFICIARY UNDER LEAVITT FAMILY TRUST | E | Control |
| LEAVITT, LINDA, H. | I | SECRETARY & DIRECTOR | E | Control |
| LEAVITT, LINDA, H. | I | SECRETARY & DIRECTOR | E | Control |
| LEAVITT, LINDA, H. | I | SECRETARY & DIRECTOR | E | Control |
| LEAVITT, LINDA, H. | I | SECRETARY & DIRECTOR | E | Control |
| LEAVITT, LINDA, H. | I | SECRETARY & DIRECTOR | E | Control |
| LEAVITT, LINDA, H. | I | SECRETARY & DIRECTOR | E | Control |
| LEAVITT, LINDA, H. | I | SECRETARY & DIRECTOR | E | Control |
| LEAVITT, LINDA, H. | I | SECRETARY & DIRECTOR | E | Control |
| LEAVITT, LINDA, H. | I | SECRETARY & DIRECTOR | E | Control |
| LEAVITT, LINDA, H. | I | SECRETARY & DIRECTOR | E | Control |
| LEAVITT, LINDA, H. | I | SECRETARY & DIRECTOR | E | Control |
| LEAVITT, LINDA, H. | I | SECRETARY & DIRECTOR | E | Control |
| LEAVITT, LINDA, H. | I | SECRETARY & DIRECTOR | E | Control |
| LEAVITT, LINDA, H. | I | SECRETARY & DIRECTOR | E | Control |
| LEAVITT, WILLIAM | I | PRESIDENT, DIRECTOR & TREASURER - OWNS OF 100% OF COMMON STOCK | E | Control |
| LEAVITT, WILLIAM | I | PRESIDENT, DIRECTOR & TREASURER - OWNS OF 100% OF COMMON STOCK | E | Control |
| LEAVITT, WILLIAM | I | PRESIDENT, DIRECTOR & TREASURER - OWNS OF 100% OF COMMON STOCK | E | Control |
| LEAVITT, WILLIAM | I | PRESIDENT, DIRECTOR & TREASURER - OWNS OF 100% OF COMMON STOCK | E | Control |
| LEAVITT, WILLIAM | I | PRESIDENT, DIRECTOR & TREASURER - OWNS OF 100% OF COMMON STOCK | E | Control |
| LEAVITT, WILLIAM | I | PRESIDENT, DIRECTOR & TREASURER - OWNS OF 100% OF COMMON STOCK | E | Control |
| LEAVITT, WILLIAM | I | PRESIDENT, DIRECTOR & TREASURER - OWNS OF 100% OF COMMON STOCK | E | Control |
| LEAVITT, WILLIAM | I | PRESIDENT, DIRECTOR & TREASURER - OWNS OF 100% OF COMMON STOCK | E | Control |
| LEAVITT, WILLIAM | I | PRESIDENT, DIRECTOR & TREASURER - OWNS OF 100% OF COMMON STOCK | E | Control |
| LEAVITT, WILLIAM | I | PRESIDENT, DIRECTOR & TREASURER - OWNS OF 100% OF COMMON STOCK | E | Control |
| LEAVITT, WILLIAM | I | PRESIDENT, DIRECTOR & TREASURER - OWNS OF 100% OF COMMON STOCK | E | Control |
| LEAVITT, WILLIAM | I | PRESIDENT, DIRECTOR & TREASURER - OWNS OF 100% OF COMMON STOCK | E | Control |
| LEAVITT, WILLIAM | I | PRESIDENT, DIRECTOR, TREASURER, CHIEF COMPLIANCE OFFICER - OWNS OF 100% OF COMMON STOCK | E | Control |
| LEAVITT, WILLIAM | I | PRESIDENT, DIRECTOR, TREASURER, CHIEF COMPLIANCE OFFICER - OWNS OF 100% OF COMMON STOCK | E | Control |
| WILLIAM S. LEAVITT DECLARATION OF TRUST U/A/D APRIL 13, 2013 | DE | OWNS 100% OF THE COMMON STOCK | E | Control |
| WILLIAM S. LEAVITT DECLARATION OF TRUST U/A/D APRIL 13, 2013 | DE | OWNS 100% OF THE COMMON STOCK | E | Control |
| WILLIAM S. LEAVITT TRUST | DE | OWNS 100% OF THE COMMON STOCK | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LEAVITT, JOYCE, RENEE | I | LEAVITT FAMILY TRUST | F | Control |
| LEAVITT, LINDA, H. | I | WILLIAM S. LEAVITT TRUST | F | Control |
| LEAVITT, LINDA, SUE | I | WILLIAM S. LEAVITT TRUST | F | Control |
| LEAVITT, LINDA, SUE | I | WILLIAM S. LEAVITT TRUST | F | Control |
Registrations
Federal
IA
Mar 13, 2015 REGISTERED
Notice Filings (4)
CA IL NE TX
Address
3000 DUNDEE RD STE 101NORTHBROOK, IL 60062
United States
Phone: 847-205-1300