79
Level Ventures Management LLC registers with the SEC (Sunny Isles Beach, FL)
New SEC-registered adviser · CRD 323733 · 801-136897 · effective 2026-08-05
Effective 2026-08-05. 7 employees (2 advisory), $311M regulatory AUM across 12 accounts. Advises private funds. Notice-filed in NY, FL. Limited Liability Company (DE).
Advises private fundsHas custodyPerformance fees
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Fund administration & audit
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance