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LEAVITT FINANCIAL CONSULTANTS INC, CRD 104987
NORTHBROOK, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| LEEWARD ISLAND PARTNERS LLC | Real Estate Fund | $2.6M | Mar 28, 2013 | 11 | Mar 29, 2012 | dropped | 021-109983 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HANDLER, ROBERT, PAUL | Director | Na | yes | 05/2014 | Nov 10, 2014 | Mar 13, 2015 |
| LAWLOR, PATRICK, EDWARD | President | Na | yes | 05/2014 | Nov 10, 2014 | Mar 13, 2015 |
| LEAVITT, LINDA, SUE | Trustee | F | yes | 02/2014 | Mar 29, 2012 | Mar 13, 2015 |
| LEAVITT, LINDA, SUE | TRUSTEE OF THE WILLIAM S. LEAVITT DECLARATION OF TRUST U/A/D APRIL 13, 2013 | Na | yes | 07/1985 | Mar 29, 2012 | Mar 13, 2015 |
| PIECUCH, DONNA, ANN | EXEC. VICE PRESIDENT & ASST SECRETARY, INTERIM CCO | Na | yes | 03/1990 | Mar 29, 2012 | Mar 13, 2015 |
| WILLIAM S. LEAVITT DECLARATION OF TRUST U/A/D APRIL 13, 2013 | OWNS 100% OF THE COMMON STOCK | E | yes | 02/2013 | Nov 10, 2014 | Mar 13, 2015 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2014 | Mar 13, 2015 | $188M | $176M | 7 | 4 | n/a | 19 | $99.5M |
| 2013 | Mar 28, 2014 | $268M | $253M | 8 | 5 | n/a | 19 | $102M |
| 2012 | Mar 28, 2013 | $300M | $282M | 9 | 6 | n/a | 20 | $131M |
| 2011 | Mar 29, 2012 | $352M | $326M | n/a | n/a | n/a | 20 | $169M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2014 | $188M | $268M | -30.0% | $352M | -18.9% | 7 | 8 | n/a | n/a |