Litman Gregory Asset Management

Litman Gregory Asset Management

Litman Gregory Asset Management was established in 1987 by Craig Litman and Ken Gregory. The founders built the firm around investment research capabilities rather than inherited wealth. It functions as a multi-family office serving clients primarily in North America with indicated reach into Europe and Asia. The firm deploys capital across public equities, hedge funds, private equity, private credit, and venture strategies. It maintains fund-of-funds structures alongside direct co-investments and SPVs. Confirmed positions include large ETF holdings such as IVV and VOO as of Q4 2025 filings. Geographic exposure centers on North America with additional indicated allocations to developed markets in Europe and Asia. The firm also holds Bitcoin Strategy Exposure through ETF vehicles. The firm employs an undisclosed number of professionals and maintains its headquarters in Larkspur. It runs the Litman Gregory Philanthropy Program focused on Bay Area causes including the SF-Marin Food Bank. In August 2023 the firm acquired the private client business of Wedgewood Partners. It participates in industry events such as the Tiburon CEO Summit in October 2024. Litman Gregory maintains a hybrid structure as both an independent multi-family office and a fully owned subsidiary of iM Global Partner. This ownership arrangement provides access to broader distribution and product capabilities while preserving local portfolio management autonomy.