Level One Fund (LOF) advises investment funds, identifying and evaluating investment opportunities, structuring investments, and managing their performance. LOF does not tailor its services to individual investors within the funds. LOF seeks to invest in high quality businesses with partners with whom it can collaborate to create value. LOF seeks long-term investments as well as short-term opportunistic investments.
Assets Under Management$180M
Clients2
AdvisorsN/A
Avg. per Client$90M
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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Location
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