PROJECT LEVEL MANAGEMENT COMPANY, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 335704
- Registered since
- May 22, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Project Level Management Company, LLC is structured as a private-equity focused manager that serves institutional investors through pooled investment vehicles. The firm operates as a sponsor and general partner for closed-end funds and carries out portfolio management for those pooled vehicles. Its business activities also include roles typical of commodity pool operators or commodity trading advisers, reflecting the firm’s ability to run specialized pooled strategies in addition to private equity structures. The firm charges a combination of AUM-based fees and performance-based fees, aligning economics with fund-level performance. It is not positioned as a capital allocator to third-party managers; instead, it acts as manager/sponsor and executes investment decisions within its own pooled funds. Project Level Management Company, LLC is not an active ESG investor and does not operate as a pension consultant. Industry affiliations include connections with broker-dealers and other investment advisers, consistent with operating as a fund sponsor and operating CPO/CTA activities.
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
Owners & executives
2 of 2Pascale Thomas
Chief Compliance OfficerCRD 7740666
Carlos Calderon
SVP, Chief Financial OfficerCRD 6864114
Contacts
3 of 7STEPHEN MILLS
CRD 5962806
BETH BROOKE
DirectorCRD 4392701
Anthony Romero
DirectorCRD 7351846
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 200 E Randolph St
- Time zone
- CT (UTC-6)
- Office locations
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