LEVEL EQUITY MANAGEMENT, LLC other names

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm

Number of Employees:

44

of those in investment advisory functions:

39 -2.50%

Registration:

SEC, Approved, 10/31/2017

Other registrations (1)
AUM:

3,486,917,773 -0.72%

of that, discretionary:

3,486,917,773 -0.72%

GAV:

2,730,539,951 7.94%

Avg Account Size:

249,065,555 -0.72%

SMA’s:

NO

Private Funds:

14

Contact Info

212 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
4B 4B 3B 2B 2B 1B 590M
2017 2018 2019 2020 2021 2022 2023

Recent News

Industrials Equity Analyst | eFinancialCareers
10/14/2022

We are currently representing an $50BN+ multi-strategy hedge fund manager. Currently looking to add a Mid-Level Equity Analyst to the London ...

efinancialcareers.com

Evercore: GP-leds could disrupt traditional secondaries market
04/01/2021

Innovation should drive the continued growth of the GP-led secondaries market, write Nigel Dawn and Ryan Rohloff in this sponsored article.

secondariesinvestor.com

Using Margin in Forex Trading
04/01/2021

Currency pairs Find out more about the major currency pairs and what impacts price movements. Commodities Our guide explores the most traded commodities worldwide and how to start trading them ...

dailyfx.com

Xiaomi's Strategic Investment into AMTD Capital, Calvin Choi and Zhao Weixing jointly signed the board resolution
03/30/2021

AMTD Capital will also be renamed as AM Capital. AM Capital is the second corporate level equity co-investment and collaboration between AMTD Group and Airstar Digital, following the joint ...

prnewswire.com

Net Health Acquires Casamba
03/29/2021

PITTSBURGH, March 29, 2021 /PRNewswire/ -- Net Health, a leading provider of cloud-based software for specialty medical providers, today announced that it has acquired Casamba LLC, a provider of ...

insurancenewsnet.com

Net Health Acquires Casamba
03/29/2021

Net Health is a portfolio company of The Carlyle Group, Level Equity and Silversmith Capital Partners. www.nethealth.com. About Casamba Founded in 1997, Casamba provides EMR solutions in contract ...

Morningstar


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 14 $2,730,539,951

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Private Funds



Employees




Brochure Summary

Overview

A. Level Equity, a Delaware limited liability company formed in 2009, is a registered investment adviser located in New York, New York. The Firm is owned by Benjamin Levin (the “Principal”). B. The Firm provides investment advisory services to pooled investment vehicles (the “Funds”) and co‐investment vehicles (“Co‐invests” collectively with the Funds, “Clients”). Level Equity provides discretionary investment management services to the Clients in accordance with the applicable limited partnership agreements, investment management agreements, operating agreements, offering memoranda and other such agreements (the “Governing Documents”). The Governing Documents of the Funds typically allow the general partners (“General Partners”) to establish one or more Co‐invests to facilitate additional investment by investors who may or may not be investors in the Funds in some or all of the investments made by the Funds. The Firm has adopted policies and procedures to address co‐investment opportunities to investors and/or third parties which Level Equity believes to be suitable for co‐investment opportunities. Level Equity seeks to generate long‐term capital gains for its Clients. The Firm’s primary investment objective is to invest, through equity and debt interests, in rapidly growing, privately held, capital efficient businesses (“Portfolio Companies”) with the goal of increasing enterprise value primarily through growth. Level
Equity is affiliated with other entities that are General Partners to the Funds and managing members (“Managing Members”) to the Co‐invests. The General Partners and Managing Members delegate day‐to‐day management responsibilities for the Clients to Level Equity. The advisory services of Level Equity and Managing Members are described in this Brochure and in the related Governing Documents. The General Partners will rely upon the investment adviser registration of Level Equity in accordance with related SEC guidance. The information set forth herein regarding the investment advisory services provided by Level Equity shall also apply in respect of the General Partners and Managing Members unless specifically noted. C. Level Equity does not provide advisory services to underlying investors in the Clients. Such investors accept the terms of advisory services as set forth in each Client’s Governing Documents. The Firm expects to have broad investment authority with respect to the Clients and, as such, prospective investors should consider whether the investment objectives of the Clients are in line with their individual objectives and risk tolerance prior to investment. D. Level Equity does not participate in wrap fee programs. E. As of December 31, 2022, Level Equity managed $3,512,114,212 in regulatory assets on a discretionary basis. All of Level Equity’s regulatory assets under management are discretionary.