LEVEL VENTURES MANAGEMENT LLC

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

Firm details

Headquarters
SUNNY ISLES BEACH, Florida
CRD number
323733
Registered since
November 23, 2022

Firm profile

FINTRX

Overview

Level Ventures Management LLC operates as a manager of pooled private investment vehicles with primary activity in private equity and venture capital. The firm is structured as a limited liability company and registered with the SEC in 2022. It functions as sponsor, general partner and managing member for its funds, which indicates it takes both capital raising and active management roles rather than acting purely as a sub-advisor. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator in its filings. Given its legal and operational posture, the firm's allocation focus is on private-company equity through pooled vehicles rather than on providing retail discretionary account services. The mix of private equity and venture capital funds suggests a strategy that spans buyout or growth-oriented private deals as well as higher-growth, earlier-stage equity investments, although specific sector or stage tilts are not available in the record.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • ALBERT AZOUT

    PartnerCRD 7089203

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

SUNNY ISLES BEACH, FL

MIAMI DADE

Location

SUNNY ISLES BEACH, FL

Headquartered in SUNNY ISLES BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
16690 Collins Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth