Levine Leichtman Strategic Capital, LLC

Fee-Only (% of Portfolio)

Levine Leichtman Strategic Capital (LLSC) provides investment sub-management services to CNL Strategic Capital, LLC (the Client). LLSC is responsible for the day-to-day management of the Client’s assets, sourcing potential acquisition and debt financing opportunities, and monitoring and managing the businesses acquired and/or financed. LLSC is primarily responsible for analyzing and conducting due diligence on prospective acquisitions and debt financings, portfolio management and monitoring, as well as the overall structuring of transactions for the Client.

Assets Under Management$1.3B
Clients1
AdvisorsN/A
Avg. per Client$1.3B
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Levine Leichtman Strategic Capital, LLC | TrueAdvisor