Level Equity provides investment advisory services to pooled investment vehicles. Level Equity aims to generate long-term capital gains by investing in rapidly growing, privately held businesses. Level Equity is affiliated with other entities that are general partners to the funds and managing members to the co-investment vehicles. Level Equity does not provide advisory services to underlying investors in the funds.
Assets Under Management$5.3B
Clients17
AdvisorsN/A
Avg. per Client$310M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2.5M
Investment management only (planning not offered)
Level Equity manages investments for pooled investment vehicles, not individual investors. They charge a management fee to the funds, generally up to 2.5% annually of investor commitments or invested capital. The general partners and managing members may also receive a performance-based allocation from realized investments.
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