Founder and Chief Investment Officer

Levitt Capital Management, LLC

101 N. Federal Highway, Suite 700

Boca Raton, Florida 33432

Phone: 561-893-9901

Web site:

Additional office:

12/14 Rond-Point des Champs-Elys?(C)es

Paris, France 75008

Year firm started: 2000

AUM: $400 million

Number of clients: 100 families

Compensation: Fee-only (1.25%)

Client minimum: $3 million

Previous incarnations: founder and CIO of Levitt Novakoff & Co. LLC; partner at Evensky Brown Katz & Levitt; financial planner, IDS Financial Services; founder, Capital Venture Associates; private banking; Congressional legislative aide

Education: B.A. international management, University of New Mexico; M.B.A., finance, American University