# LEAVITT FINANCIAL CONSULTANTS INC

LEAVITT FINANCIAL CONSULTANTS INC of NORTHBROOK, IL is an SEC-registered investment adviser.

## Registration

- CRD: 104987
- Type: SEC-registered investment adviser
- SEC file number: 801-27280
- Location: 3000 DUNDEE RD STE 101, NORTHBROOK, IL, 60062
- Phone: 847-205-1300
- Latest filing: 2015-03-13
- Regulatory AUM: $187.6M
- Discretionary AUM: $176.4M
- Non-discretionary AUM: $11.2M
- Clients: 7
- Accounts: 206

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| LEAVITT WILLIAM | PRESIDENT, DIRECTOR, TREASURER, CHIEF COMPLIANCE OFFICER - OWNS OF 100% OF COMMON STOCK; PRESIDENT, DIRECTOR & TREASURER - OWNS OF 100% OF COMMON STOCK | — |
| LEAVITT LINDA H | SECRETARY & DIRECTOR; TRUSTEE | — |
| PIECUCH DONNA ANN | EXEC. VICE PRESIDENT & ASST SECRETARY; EXEC. VICE PRESIDENT & ASST SECRETARY, INTERIM CCO; EXEC. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, & ASST SECRETARY (+2 more) | — |
| LEAVITT JOYCE RENEE | TRUSTEE; TRUSTEE & BENEFICIARY UNDER LEAVITT FAMILY TRUST | — |
| DRELLA PAMELA LYNN | VICE PRESIDENT-OPERATIONS; VICE PRESIDENT-OPERATIONS & ASST. SECRETARY | — |
| LEAVITT LINDA SUE | TRUSTEE; TRUSTEE OF THE WILLIAM S. LEAVITT DECLARATION OF TRUST U/A/D APRIL 13, 2013 | — |
| LAWLOR PATRICK EDWARD | PRESIDENT | — |
| HANDLER ROBERT PAUL | DIRECTOR | — |


## Private funds (19)

Mix: Other Private Fund 14 · Venture Capital Fund 1 · Private Equity Fund 2 · Real Estate Fund 1 · Securitized Asset Fund 1

_Showing 15 of 19 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| RED RIVER PARTNERS LLC | Other Private Fund | — | 42 | $10.5M | $100K |
| AQUILO PARTNERS LLC | Other Private Fund | — | 39 | $8.8M | $100K |
| GLOBAL WATER OPPORTUNITIES LLC | Other Private Fund | — | 9 | $8.3M | $250K |
| LCM NATURAL GAS INVESTMENT PARTNERS, LLC | Other Private Fund | — | 22 | $7.3M | $100K |
| TERRA PARTNERS LLC | Other Private Fund | — | 57 | $7.2M | $100K |
| VENTANA INVESTMENT PARTNERS LLC | Other Private Fund | — | 36 | $7.2M | $250K |
| ZAMBEZI PARTNERS LLC | Other Private Fund | — | 28 | $7.1M | $250K |
| BIG T PARTNERS | Other Private Fund | — | 34 | $6.7M | $250K |
| LATAM AGRO-PARTNERS LLC | Other Private Fund | — | 29 | $6.4M | $250K |
| TIKUN PARTNERS LLC | Venture Capital Fund | — | 37 | $6.4M | $250K |
| TRITON PARTNERS LLC | Other Private Fund | — | 28 | $5.2M | $100K |
| SOUTHERN HEMISPHERE PARTNERS LLC | Other Private Fund | — | 29 | $3.6M | $250K |
| PONTIFEX PARTNERS LLC | Other Private Fund | — | 41 | $3.4M | $100K |
| BATEMAN STREET PARTNERS LLC | Private Equity Fund | — | 36 | $3.4M | $250K |
| DAKOTA PARTNERS LIMITED PARTNERSHIP | Other Private Fund | — | 45 | $2.6M | $100K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104987/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104987/similar
- Related entities: https://search.stillhousedata.com/firm/104987/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104987

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.