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.
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 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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.