LEVIN FUNDING GROUP LLC

Overview

Levin Funding Group LLC is an independent registered investment adviser structured as an LLC and registered with the SEC in 2022. The firm acts as a capital allocator for both individual and institutional clients, providing financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee model includes a percentage of assets under management alongside hourly and fixed-fee arrangements, allowing flexibility across client engagements. Investment-wise, the firm shows a clear preference for equities as the primary return engine, but it operates with a multi-asset mindset. Levin Funding Group supplements public-market equity exposure with allocations to third‑party alternative managers and uses annuities and corporate debt where appropriate. The firm is not positioned as an ESG-focused manager and does not present itself as a multi-state adviser. Levin Funding Group also maintains an industry relationship with an insurance company, which can influence product usage (for example, annuities) and client solutions. Its advisory offering to clients includes selection of outside managers, indicating an emphasis on due diligence and outsourced manager relationships when filling specialty sleeves or alternative allocations.

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