LEVO ADVISER, LLC

other names
  • LEVO ADVISER, LLC
  • LEVO FUND ADVISER LLC
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile

Registration status Terminated
As of Date 02/04/2024
Adviser Type - Internet adviser
Number of Employees 1
of those in investment advisory functions 1
AUM* 405,800 -61.17%
of that, discretionary 405,800 -61.17%
Private Fund GAV* 0
Avg Account Size 202,900 -22.33%
SMA’s No
Private Funds 0
Contact Info 423 xxxxxxx
Websites

Client Types

- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1M 896K 746K 597K 448K 299K 149K
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees