LEVELIZED CAPITAL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SANTA BARBARA, California
CRD number
329588
Registered since
March 28, 2026

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • JOURDAN URBACH

    MemberCRD 7861912

  • Romi Kadri

    Managing PartnerCRD 6633593

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth