L2 MANAGEMENT COMPANY

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DEVON, Pennsylvania
CRD number
322085
Registered since
June 27, 2022

Firm profile

FINTRX

Overview

L2 Management Company is an LLC that functions primarily as a sponsor, general partner and managing member of pooled investment vehicles. The firm registered with the SEC in 2022 and is organized as a domestic entity tied to individual ownership. It is not identified as an active ESG investor, does not operate as a multi-state registered adviser, and is not flagged as a capital allocator in the snapshot data. The firm's activity centers on managing private pooled funds rather than serving separate advisory clients or retail account relationships. Its regulatory profile and firm activities point toward a manager-focused operating model: setting strategy and governance for closed-end private funds and acting in GP capacities for those vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • ROBERT LEVINE

    Managing PartnerCRD 2237431

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DEVON, PA

CHESTER

Location

DEVON, PA

Headquartered in DEVON, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
CHESTER
Address
92 Lancaster Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth