Owned & Operated Since 1985

A multigenerational family office

Our History

Operating as a multigenerational family office, LLFO aims to provide long-term capital preservation through the development and implementation of a closely monitored diversified investment portfolio. Our nimble investment approach allows us to creatively invest across a broad range of asset classes to achieve our goals.

We invest in directly sourced unique investment opportunities as well as with select high quality third-party managers.

Investment
Strategies

  • Beginning in 1984, LLFO has invested its own capital through its direct ownership of Levine Leichtman Capital Partners. Today, the family office retains a meaningful stake in the company and is an active member of both the executive and investment committees. In addition, LLFO directly invests in microcap growth-oriented U.S. businesses with a focus on differentiated, high cash flow generative companies in non-cyclical industries.

  • LLFO manages its liquid assets via listed equities on various exchanges. Our active management approach allows us to maximize our tax benefits while retaining significant equity upside through long/short exposure.

  • As one of its core competencies, LLFO develops, repositions, and manages single-family, multi-family, and industrial real estate assets throughout the U.S. Our in-house property management team oversees the Western U.S. portfolio, and we achieve national exposure through our partnership with Monument Square Investment Group.

  • LLFO deploys capital across a flexible mandate of private and public credit with a strong focus on corporate and asset-based opportunities. We aim to provide current income through downside protected securities with minimal risk to our principal.

  • LLFO invests in high quality, early-to-mid stage companies with proven business models and large addressable markets. LLFO also selectively partners with top tier institutional managers with differentiated expertise, proven track records, and outsized return relative to their peers.

  • LLFO leverages its long tenured track record of investing through various market cycles to identify and invest during times of dislocation and uncertainty. Areas of focus include distressed credit funds and dislocation funds as well as direct investments in distressed real estate and private equity.

For more information about our company and investments, please contact us.