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 organized as a limited liability company that functions as a private equity fund adviser to institutional clients. The firm is SEC-registered (2025) and identifies its owner base as a mix of domestic entities and individuals. It describes its core advisory work as portfolio management for pooled investment vehicles and lists business activities consistent with acting as a sponsor/GP or managing member of pooled vehicles. Fee arrangements combine a percentage-of-AUM component with performance-based fees. The firm does not position itself as an active ESG investor.
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 2
Carlos Calderon
SVP, Chief Financial OfficerCRD 6864114

Pascale Thomas
Chief Compliance OfficerCRD 7740666
Contacts
3 of 7
Mellody Lucas
PresidentCRD 2184315

Emma Rodriguez-ayala
Executive Vice PresidentCRD 6183654

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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