Litman Gregory Asset Management
Litman Gregory Asset Management is a multi-family office headquartered in Larkspur, United States.
Litman Gregory Asset Management
Litman Gregory Asset Management is a multi-family office headquartered in Larkspur, United States. Founded in 1987 by investment professionals Craig Litman and Ken Gregory, the firm traces its wealth origin to their investment research and asset-management expertise. It provides discretionary portfolio management, comprehensive financial planning, and outsourced CIO services to high-net-worth families, nonprofits, and select advisors—delivering evidence-based allocation strategies and disciplined long-term stewardship.
General information
Firm type
Multi Family Office
Year founded
1987
AUM
—
Location
Region
North America
Country
—
City
Larkspur
Corporate office
—
Frequently asked questions
What is Litman Gregory Asset Management?
Litman Gregory Asset Management is a multi family office headquartered in Larkspur.
When was Litman Gregory Asset Management founded?
Litman Gregory Asset Management was founded in 1987.
Where is Litman Gregory Asset Management headquartered?
Litman Gregory Asset Management is headquartered in Larkspur, in the North America region.
What does Altss track for Litman Gregory Asset Management?
Altss maintains an OSINT-verified profile of Litman Gregory Asset Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Litman Gregory Asset Management's website?
Litman Gregory Asset Management's public website is lgam.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Litman Gregory Asset Management?
Litman Gregory Asset Management is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Litman Gregory Asset Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Litman Gregory Asset Management?
Litman Gregory Asset Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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