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MFWire: PartnerSelect Funds
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Litman Gregory Fund Advisors, LLC
4 Orinda Way
Suite 200-D
Orinda, CA  94563
Google Maps

Main Phone: 925-254-8999
Web Site: https://lgam.com/

Mutual Fund Brand(s)
PartnerSelect Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    On June 1, 2021, as planned, iM Global Partner closed on its planned acquisition of Litman Gregory.

    Litman Gregory's mutual fund family, the Litman Gregory Masters Funds, rebranded as the PartnerSelect Funds on July 31, 2020.

    Ken Gregory and Craig Litman co-founded their eponymous wealth management firm in 1987, in the San Francisco Bay Area.

    Litman Gregory's first mutual fund debuted at the end of 1996. The firm offers a subadvised, multi-manager mutual fund family, with each manager instructed to run a focused, high-conviction sub-portfolio (of no more than 15 stocks). Litman Gregory Fund Advisors handles selection of, due diligence on, and coordination with the subadvisors.

    Other parts of the Litman Gregory Family include Litman Gregory Asset Management (which does wealth management work and offers the Litman Gregory Portfolio Strategies through TAMPs) and Litman Gregory Analytics (which publishes an online investment research service, AdvisorIntelligence, for advisors).
    Sponsored Opportunities

    Key People:
    Craig Litman
    Kenneth Gregory
    President, Litman Gregory & Company
    Christopher Wheaton
    Partner, Litman Gregory & Company
    John M. Coughlan
    Chief Compliance Officer, Litman Gregory & Company
    Gretchen Hollstein
    Senior Advisor, Principal, Litman Gregory Asset Management
    Alice Lowenstein
    Managing Director, Litman Gregory Asset Management
    Scott Jones
    Director Institutional Relationships, Litman Gregory - Masters' Select Funds
    Jack Chee
    Senior Research Analyst, Principal, Litman Gregory & Company
    Craig Keller
    Senior Advisor, Principal, Litman Gregory & Company
    John Baxman
    Senior Advisor, Principal, Litman Gregory & Company
    Meredith Etherington
    Senior Advisor, Litman Gregory & Company
    Steve Savage
    CEO, Managing Principal, Litman Gregory Asset Management, LLC
    Story Archive for Litman Gregory Fund Advisors, LLC
    Published On Story Headline Publication
    3/24/2021 An Acquirer Finds Its Foundational U.S. Centerpiece MFWire.com
    3/10/2021 Why a 34-Year-Old Firm Picked This Buyer MFWire.com
    3/9/2021 A European AM Network Buys a $4B-AUM U.S. Fund Firm MFWire.com
    7/30/2020 A 24-Year-Old Fund Family Rebrands MFWire.com
    7/13/2017 A $10.7B Shop Hunts for Subadvisory Biz After a Win MFWire.com
    6/21/2017 Filings for Fundsters - June 21, 2017 MFWire.com
    3/24/2017 Filings for Fundsters - March 24, 2017 MFWire.com
    8/26/2016 Filings for Fundsters - August 26, 2016 MFWire.com
    1/18/2013 Stork and Reaper for the Week of January 14, 2013 MFWire.com
    11/15/2011 Vanguard Dominates Morningstar's New Ratings MFWire.com
    10/6/2011 Gundlach Headlines a Multi-Strat Offering MFWire.com
    6/7/2010 Gissen, Roge and Litman/Gregory Win Attention MFWire.com
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