LEVELIZED CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- SANTA BARBARA, California
- CRD number
- 329588
- Registered since
- March 28, 2026
Firm profile
FINTRXOverview
Levelized Capital Management LLC is organized as a limited liability company and registered as an investment adviser in 2026. The firm operates primarily as an adviser to private funds and as a sponsor/GP, acting as the managing member of pooled investment vehicles. Its public profile and reporting indicate that its activities concentrate on running closed-end investment vehicles rather than providing traditional advisory services to retail or separately managed account clients. The firm is not characterized as an active ESG investor and is not set up as a multi-state advisory platform for retail accounts. Given the combination of sponsor/GP roles and multiple venture capital funds under management, Levelized Capital focuses on allocating capital into privately held businesses through pooled vehicles rather than holding a roster of advisory relationships or separate-account mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2JOURDAN URBACH
MemberCRD 7861912
Romi Kadri
Managing PartnerCRD 6633593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANTA BARBARA, CA
SANTA BARBARA
Location
SANTA BARBARA, CA
Headquartered in SANTA BARBARA, CA, in the West of the United States.
- Region
- West
- County
- SANTA BARBARA
- Address
- 1117 State St
- Time zone
- PT (UTC-8)
- Office locations
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