LEVEL III CAPITAL LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 315900
- Website
- l3cap.com
Firm profile
FINTRXOverview
Level III Capital LLC is a limited liability company that functions as a sponsor, general partner and managing member of pooled investment vehicles. Its public profile indicates the firm operates at the fund level rather than as a traditional multi-state advisory practice: it is not listed as an active ESG investor, not a multi-state adviser, and does not identify pension consulting or broader advisory lines. Ownership is described as a mix of a domestic entity and individual owners, and the firm is classified as unclassified in the available data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JACK ZUMWALT
Chief Executive Officer and Co-Chief Investment OfficerCRD 7137074
Contacts
1 of 1MAURICIO ORTIZ
Co-FounderCRD 7136734
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 2620 Maple Ave
- Time zone
- CT (UTC-6)
- Office locations
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