Levitt Grossman Capital Management, LP (Owings Mills)

Name: Levitt Grossman Capital Management, LP
Address: 100 Painters Mill Road, Owings Mills, MD, 21117
Telephone: 410-696-7580

Levitt Grossman Capital Management, LP is a large advisory firm based in Owings Mills. It manages $202 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Maryland.

Levitt Grossman Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Levitt Grossman Capital Management: assets under management

The assets under management (AUM) of Levitt Grossman Capital Management, LP is $202 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $202 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50.5 million each.

Levitt Grossman Capital Management has custody of $57 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Levitt Grossman Capital Management, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Owings Mills

The principal office where Levitt Grossman Capital Management, LP performs its advisory services is located at 100 Painters Mill Road, Owings Mills, MD 21117, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-696-7580 or by fax 410-630-7065. The normal business hours are 7 am - 7 pm on Monday - Friday. You can find more information about the New York firm at lgcapitalmgmt.com.

Levitt Grossman Capital Management, LP (Owings Mills)

Levitt Grossman Capital Management: assets under management

Fees & Commissions

Based in Owings Mills

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