Who We Are
Headquartered in Boca Raton, Florida, Levitt Capital Management (“LCM”) is a boutique wealth management firm that specializes in designing and managing global portfolios for wealthy families around the world.
Since 2000, we have engineered groundbreaking investment strategies that have enabled our clients to achieve a fundamental goal: grow and preserve their wealth. We have been able to deliver on this promise, not by “following the pack” and employing traditional investment styles that often fail to deliver returns and protect capital. Instead, we have firmly adhered to our role of enlightened discoverers and scoured the world to single out global themes that create rewarding investment opportunities for our families in developed, emerging and frontier markets.
LCM maintains a $3 million minimum initial investment for separately managed accounts. We intentionally keep our family relationships small, as we take pride in providing our clients with proactive and high-touch service. This enables us to assume the role of wealth manager in our clients’ lives, rather than that of a traditional money manager.
Our reputation for cherry picking the world for golden investment opportunities and delivering consistent absolute returns continues to attract to our firm larger client families, with assets in the hundreds of millions. For these families we may invest only a portion of their assets and have less influence on the total allocation decisions; however, we manage their portfolios as if they represented the entirety of that family’s wealth.
LCM manages a commingled limited partnership for U.S. client family members currently unable to meet our firm’s minimum (must be an accredited investor). We also maintain an affiliated offshore firm, Levitt Capital Management (BVI) Corp. in Tortola, British Virgin Islands, strictly for non-U.S. clients.
Our approach to investing is based on our time-tested way of doing business. We successfully establish long-lasting relationships with our clients. In many cases, our family clients have been with us since the inception of LCM, over a decade ago.
The success for these enduring relationships is the result of our resolute observance of our core mission: provide superior client service and generate attractive returns in the low teens annualized on a three year basis.
Our clients understand our client-centric culture; they value the DNA of our firm – a unique cadre of highly skilled professionals working together to provide proactive, high-touch and personalized service, sharing the same values upon which long tenured and rewarding client relationships are built.
To date, the growth of our portfolio of clients has been purely organic – without the help of intermediaries and through unsolicited referrals provided by highly satisfied clients. We are also proud of the fact that, due to the intimacy of the relationship we establish with our clients, we have become the multi generation wealth manager of choice for some of our families.
The strength and depth of these relationships is a testimonial not only to our client service, but also to the stability of our organization, the intellectual capital that characterizes it, and our innovative way of searching the globe for new and emerging themes. There is no substitute for the level of commitment and proactive approach to wealth management that we provide to our wealthy clientele – it is deeply rooted in our DNA.