The LITMAN GREGORY ASSET MANAGEMENT, LLC is a privately held investment adviser that advises $13.25Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. LITMAN GREGORY ASSET MANAGEMENT, LLC is a Public/Private Fund Assets increased by 59.42% over the last 5-years.
The Group has been registered with the SEC for 43.27 years and is comprised of 3 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 30 E ELM ST 2ND FLOOR, GREENWICH, CONNECTICUT. The Group has been subject to regulatory enforcement actions. They are regulated by 7 US and Non-US bodies.
They have 54 employees comprised of 22 investment and 32 non-investment staff. The total number of Employees decreased by 44.33% over the last 5-years.
Their $13.25Bn in assets advised are owned by 4 private funds, 21 public funds and BDCs and 75 other accounts. Assets of Investment Companies (IC) clients own $8.14Bn or 61.42% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $1.97Bn or 14.86% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Derivatives and Multi Strat, representing 66.37%, 29.71% and 3.92% of total assets, respectively.
They advise 7 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
LITMAN GREGORY ASSET MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.