# Litman Gregory Asset Management

Litman Gregory Asset Management is a Multi Family Office based in Larkspur, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Larkspur, United States
- **Region:** North America
- **Address:** Larkspur, CA, United States
- **Founded:** 1987
- **Assets under management:** 2700 (Altss estimate)
- **Website:** lgam.com
- **LinkedIn:** https://www.linkedin.com/company/litman-gregory

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Private Equity
- Hedge Funds
- Venture Capital
- Private Credit
- ESG

## People

- Craig Litman — Co-founder
- Ken Gregory — Co-founder
- Jeff Seeley — CEO of iM Global Partner US and Litman Gregory Wealth Management
- Jack Chee — CIO of US Asset Management

## Questions

### Who runs investment decisions at Litman Gregory Asset Management?

Jack Chee serves as CIO of US Asset Management. Jeff Seeley holds the CEO role for the US operations and Litman Gregory Wealth Management. Craig Litman and Ken Gregory remain listed as founders.

### Does Litman Gregory participate in fund commitments or only direct deals?

The firm uses both fund-of-funds commitments and direct co-investments or SPVs. Confirmed investment types include Fund of Funds, Private Equity, and Direct Co-Investments.

### What investment stages does Litman Gregory typically target?

Venture Capital is a confirmed stage. The firm also allocates across private equity and hedge fund strategies without a single-stage restriction.

### How is Litman Gregory related to iM Global Partner?

iM Global Partner acquired Litman Gregory in 2021. The firm now operates as a subsidiary while retaining its multi-family office services and US leadership team.

### Does Litman Gregory maintain philanthropic structures?

Yes. The Litman Gregory Philanthropy Program supports Bay Area organizations through employee matching and donor-advised funds. Notable recipients include the SF-Marin Food Bank and Golden Gate National Parks Conservancy.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/litman-gregory-asset-management

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