Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are



All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
MFWire: PartnerSelect Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

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

Contact
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
    Co-Founding Principal, LITMAN/GREGORY ASSET MANAGEMENT, LLC
    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
     News Archives
    2025: Q3Q2Q1
    2024: Q4Q3Q2Q1
    2023: Q4Q3Q2Q1
    2022: Q4Q3Q2Q1
    2021: Q4Q3Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly


    1. MFDF Director Discussion Series - Open Forum (New York), July 22
    2. MFDF Ask Anything webinar - AI Edition, July 24
    3. MFDF webinar - Use of Derivatives by RICs, July 29
    4. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
    5. Samfund Soiree Boston 2025, August 21
    6. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
    7. ICI ETF Conference, Sep 8-10
    8. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
    9. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
    10. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
    11. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
    12. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
    13. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
    14. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
    15. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
    16. 10th annual Fuse Forum, October 8
    17. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
    18. 2025 MMI Annual Conference, Oct 15-17
    19. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
    20. MFDF In Focus webinar - Audit Committee Chair, November 5
    21. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
    22. MFDF 2026 Directors' Institute, January 26 - 28, 2026
    23. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




    ©All rights reserved to InvestmentWires, Inc. 1997-2025
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use