Fund family · SEC Form D record
Leavitt Equity Partners funds
Leavitt Equity Partners has 3 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2017 to 2025. The newest is Leavitt Equity Partners IV, L.P., first filed Dec 11, 2025. The adviser of record on Form ADV Schedule D is Lep Management LLC.
- Vehicles
- 3
- Numbered generations
- 3
- First filing
- 2017
- Latest filing
- Dec 11, 2025
Adviser of record (Form ADV Schedule D) Lep Management LLC (CRD 173481)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund IV
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Leavitt Equity Partners IV, L.P.CIK 2100462 | First sale yet to occur | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund III
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Leavitt Equity Partners III, L.P.CIK 1883023 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Leavitt Equity Partners II, L.P.CIK 1720920 | First sale yet to occur | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Leavitt Equity Partners funds
- How many Leavitt Equity Partners funds are there?
- The SEC Form D record shows 3 vehicles in 3 numbered generations, the earliest filed Nov 13, 2017 and the latest filing on Dec 11, 2025. By generation: Fund IV (Leavitt Equity Partners IV, L.P., first filed Dec 11, 2025); Fund III (Leavitt Equity Partners III, L.P., first filed Sep 15, 2021); Fund II (Leavitt Equity Partners II, L.P., first filed Nov 13, 2017).
- What is the latest Leavitt Equity Partners fund?
- Leavitt Equity Partners IV, L.P., which first filed a Form D on Dec 11, 2025. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the Leavitt Equity Partners funds?
- Lep Management LLC (RIA, CRD 173481), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the Leavitt Equity Partners funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.