Levensohn Capital Management LLC (San Francisco)

Name: Levensohn Capital Management LLC
Address: 333 Bush St, San Francisco, CA, 94104
Telephone: 415-217-4710

Levensohn Capital Management LLC is a large advisory firm based in San Francisco. It manages $590.2 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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

Levensohn Capital Management: assets under management

The assets under management (AUM) of Levensohn Capital Management LLC is $590.2 million. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $190.2 million in discretionary accounts and $400 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.17 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $100 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Levensohn Capital Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Levensohn Capital Management LLC

Pascal Norman Levensohn has been acting as President since 1 Sep 1996. Katharine Kuchinski Ryan joined the executive team most recently as the Vp Finance.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Pascal Norman Levensohn	President	1 Sep 1996	75% - 100%	1171887
Richard Quentin Slinn	General partner	1 Jan 2000	Other	2235937
Frank Martin Brown	General partner	1 Jan 2000	Other	2267154
Katharine Kuchinski Ryan	Vp finance	1 Jun 2000	Other	4375039

Based in San Francisco

The principal office where Levensohn Capital Management LLC performs its advisory services is located at 333 Bush St, San Francisco, CA 94104, 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 415-217-4710 or by fax 415-217-4727. The normal business hours are 6:00 a.m to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.levcap.com.