Level 5 Capital Partners, LLC

RIASEC Registered
Total AUM
$327M
Discretionary
$327M
100% of AUM
Avg account
$13.1M
Accounts
25
Employees
11
Advisory reps
4

Firm details

Headquarters
,
CRD number
304140
Registered since
August 3, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Level 5 Capital Partners, LLC is a privately organized limited liability company that operates as a private equity fund manager and adviser to pooled investment vehicles. The firm is SEC registered (registered in 2022) and positions itself to serve institutional clients. Its advisory work is focused on portfolio management for pooled vehicles, and it commonly serves as sponsor, general partner, or managing member on funds it sponsors. Fee arrangements include a percentage-of-assets component alongside performance-based fees. The firm does not identify as an active ESG investor. Level 5 is not structured as a capital allocator to external portfolios; rather, it manages and sponsors private funds directly while also employing third‑party external alternative managers as part of its investment mix. It is not a multi-state adviser, is not flagged as a pension consultant, and does not show related-adviser status.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 4
  • Christopher Kenny

    Christopher Kenny

    Co-Founder & Managing PartnerCRD 7161084

  • Charles Meyers

    Charles Meyers

    Chairman & Managing PartnerCRD 7161292

  • Adam Szymoniak

    Adam Szymoniak

    Vice President, Fund AdministrationCRD 4825444

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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

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Location

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Headquartered in , null.

Office locations

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