Litman Gregory Fund Advisors LLC
Legal Name: LITMAN GREGORY FUND ADVISORS, LLC
Full Contact Details
Litman Gregory Fund Advisors LLC
1676 N. CALIFORNIA BLVD, SUITE 500, WALNUT CREEK, CA
925-254-8999
925-254-0335
Other Info
Litman Gregory Fund Advisors LLC is a California-based limited liability company that has been approved by the SEC since 1996. With 25 total employees and 6 in advisory roles, the firm provides financial analysis and advice to an unknown number of clients.
iMGP Funds | Skilled Managers Running Distinctive Mutual Funds
We have decades of experience conducting in-depth manager due diligence and seek to find exceptional managers that we believe possess an edge.
Direct Owners
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JOHN MORRIS COUGHLAN
CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER owns less than 5%
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KENNETH EDMOND GREGORY
CHAIRMAN owns less than 5%
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LITMAN GREGORY ASSET MANAGEMENT, LLC
MEMBER owns 75% or more
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STEVE MATTHEW SAVAGE
PRESIDENT owns less than 5%
Indirect Owners
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CHRISTOPHER C WHEATON
PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC
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CRAIG BERNARD KELLER
PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT
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CRAIG LITMAN
PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT
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JEREMY LAWRENCE DEGROOT
PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT
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KENNETH EDMOND GREGORY
PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGEMENT LLC
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LITMAN GREGORY CAPITAL PARTNERS LP
MEMBER OF LITMAN GREGORY ASSET MANAGEMENT LLC owns 75% or more
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STEVE MATTHEW SAVAGE
PRINCIPAL, MANAGING PRINCIPAL OF LITMAN GREGORY CAPITAL PARTNERS, MANAGER OF LITMAN GREGORY ASSET MANAGMENT LLC