LEVEL 5 CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$327M
Discretionary
$327M
100% of AUM
Avg account
$13.1M
Accounts
25
Employees
11
Advisory reps
4

Firm details

Headquarters
Atlanta, Georgia
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 organized as an LLC and operates as a private equity fund manager that provides portfolio management for pooled investment vehicles. The firm is SEC-registered (initial registration in 2022) and serves institutional clients. Its commercial model combines a percentage-of-assets fee with performance-based compensation. Level 5 does not report multi-state adviser status, is not an active ESG investor, and is not positioned as a pension consultant or a related adviser.

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
  • Duane Levine

    PartnerCRD 8240849

  • CHRISTOPHER KENNY

    Co-Founder & Managing PartnerCRD 7161084

  • 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

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
112 Krog St NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth