Levco Capital LP

RIASEC RegisteredEst. 2016
Total AUM
$591M
Discretionary
$591M
100% of AUM
Avg account
$591M
Accounts
1
Employees
10
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
161117
Registered since
April 22, 2016
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Levco Capital LP is organized as a limited partnership and operates principally as a private equity manager that advises pooled investment vehicles. The adviser has been SEC-registered since 2016 and serves both individual/family clients and institutional investors. Its business model combines portfolio management for its funds with sponsor and general-partner responsibilities—Levco identifies itself as an adviser, sponsor of limited partnerships, and sponsor/GP/managing member of pooled vehicles rather than primarily functioning as a third-party capital allocator. Fee arrangements across client and fund relationships include a percentage-of-AUM component, fixed fees, and performance-based fees. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser in the dataset.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Michael Jordre

    CCO & COOCRD 4543160

  • Irwin Levy

    Co-ceoCRD 6027207

  • Jonathan Levy

    Jonathan Levy

    Co-Chief Operating OfficerCRD 4834514

Contacts

1 of 1
  • Robert Savitt

    SecretaryCRD 6027343

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
950 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth