Level 5 Capital Partners provides investment advice to private investment funds and special purpose vehicles, focusing on small to mid-market companies in consumer-facing local services businesses. Level 5 seeks investment opportunities in portfolio companies within the realm of consumer services and experiences, traditionally focusing on the fitness, kids, family services and recovery & wellness sub-sectors. Level 5 tailors its advisory services to the specific investment objectives and restrictions of each client.
Assets Under Management$400M
Clients25
AdvisorsN/A
Avg. per Client$16M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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