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Leavitt Capital Management Inc

Real Estate Funds

Northbrook, IL

Search this name across graphsid dfx:ref:a63e2348-0f31-4366-88d1-faa9e5d4c9ee

Data as of Sep 15, 2026 (this record's last observation) from Adviser-reported funds; Property side (read only); Capital side; Manager sites. Page built Sep 20, 2026, 12:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 3
Observed: Sep 15, 2026 to Sep 15, 2026
9 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Leavitt Capital Management Inc

Private equity manager · shared crd

Venture Capitalidentity

Leavitt Capital Management Inc

Venture manager · shared crd

RIA / Wealth Managementidentity

LEAVITT CAPITAL MANAGEMENT INC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Website: leavittcapital.com
Reported GAV: $2.2Mgross asset value on the latest filing, feeders excluded, quarantined above 3x RAUM; not fund size
GAV as reported: $2.2Mbefore the feeder and quarantine rules; a quarantined manager enters no total
Strategy class: UNCLASSIFIEDinferencea candidate from the manager's own site read until its quote verification passes
RAUM: $188Mregulatory assets as filed
Vehicles, current: 0
Vehicles, ever: 2
First real estate filing: 2012
Latest ADV filing: Mar 13, 2015
Bound properties: 0derivedthrough validated holding bindings only
Loans: 0derivedon bound holdings
Lenders: 0derivedon bound holdings
Allocators naming this manager: 0derivedpublic pension commitment lists
CRD: 104987
SEC number: 801-27280

Vehicles

Real Estate Fund vehicles this adviser swore on Schedule D 7.B(1); GAV is gross asset value as filed, never fund size, and a feeder repeats its master and is excluded from the manager's sum

Vehicle	Kind	GAV, latest	As of	Quarantined	Owners	Vintage	First reported	Lifecycle	Current	Allocators
Leeward Island Partners LLC	Fund of funds	$2.6M	Mar 28, 2013	no	11	n/a	2012	Dropped	no	0

Reported GAV by year

the sum of gross asset value over this manager's non-feeder vehicle rows per calendar year, as filed; the manager-level quarantine (summed GAV above three times its own RAUM) is a flag on the card and is not applied here; 5 rows folded into 3

Year	Vehicles reporting	GAV, sum
2014	1	$2.3M
2013	2	$5.7M
2012	2	$8.2M

Relationships

Employs (4)

→ Linda Sue LeavittPrincipalTrustee
Feb 1, 2014 to presentfactForm ADV
→ Donna Ann PiecuchPrincipalExec. Vice President & Asst Secretary, Interim Cco
Mar 1, 1990 to presentfactForm ADV
→ Patrick Edward LawlorPrincipalPresident
May 1, 2014 to presentfactForm ADV
→ Robert Paul HandlerPrincipalDirector
May 1, 2014 to presentfactForm ADV

Manages (2)

→ Markley Partners LLCReal estate fund vehicleFund of funds
Mar 29, 2012 to presentfactForm ADV
→ Leeward Island Partners LLCReal estate fund vehicleFund of funds
Mar 29, 2012 to presentfactForm ADV

Owns (1)

← William S. Leavitt Declaration of Trust U/a/d April 13, 2013OrgOwns 100% Of The Common Stock
Feb 1, 2013 to presentfactForm ADV

Dated events

Occurred
Mar 28, 2014
Vehicle dropped from Form ADV
Leeward Island Partners LLC no longer reported on Form ADV by Leavitt Capital Management Inc
Form ADVobserved 4 days ago
Occurred
Mar 29, 2012
Manager's first real estate fund filing
Leavitt Capital Management Inc first filed Form ADV in the extract (IA)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2012
Vehicle first reported on Form ADV
Markley Partners LLC first reported on Form ADV by Leavitt Capital Management Inc, GAV $5,473,493 (tape start: the fund may be older)
Form ADVobserved 4 days ago
$5.5M
Occurred
Mar 29, 2012
Vehicle first reported on Form ADV
Leeward Island Partners LLC first reported on Form ADV by Leavitt Capital Management Inc, GAV $2,773,336 (tape start: the fund may be older)
Form ADVobserved 4 days ago
$2.8M

Provenance

Graph: Real Estate Funds
Canonical id: dfx:ref:a63e2348-0f31-4366-88d1-faa9e5d4c9ee
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Leavitt Capital Management Inc

Real Estate Funds

Northbrook, IL

Search this name across graphsid dfx:ref:a63e2348-0f31-4366-88d1-faa9e5d4c9ee

Vehicle

Kind

GAV, latest

As of

Quarantined

Owners

Vintage

First reported

Lifecycle

Current

Allocators

Leeward Island Partners LLC

Fund of funds

$2.6M

Mar 28, 2013

n/a

2012

Dropped

Year

Vehicles reporting

GAV, sum

2014

$2.3M

2013

$5.7M

2012

$8.2M