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| Level Equity Management LLC
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| CRD # | 160016 |
| SEC # | 801-111972 |
| CIK # | 0001897360 |
| AUM | 6,457.2 M (2026-03-31) |
| Employees | 52 (88% Investors, 0% Brokers) |
| Phone | 212-660-2470 |
| Address | Two Grand Central Tower, 140 East 45th Street New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Project Silver Co-Invest LP | 2026-03-31 | 203.6 M | |
| PE | Le UPSP Co-Invest LP | 2025-03-31 | 100.9 M | |
| PE | Level Equity Growth Partners VI LP | [2025-03-31] | 1,417.6 M | |
| Filed 2024-09-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Level Equity Opportunities Fund 2025 LP | [2025-03-31] | 229.1 M | |
| Filed 2015-05-14 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Level Structured Capital III LP | [2025-03-31] | 256.6 M | 263.4 M |
| Filed 2025-09-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Commission $1,002,767 · Net Assets Decline to Disclose | ||||
| PE | Level Equity Growth Partners V LP | [2022-03-30] | 1,087.0 M | |
| Filed 2021-05-25 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Level Equity Opportunities Fund 2021 LP | [2022-03-30] | 523.0 M | |
| Filed 2021-05-25 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Level Structured Capital II LP | [2022-03-30] | 132.8 M | 175.5 M |
| Filed 2023-01-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Level Equity-VCS Investors LLC | 2020-03-27 | 1.5 M | |
| PE | Level Equity Growth Partners IV LP | [2019-03-28] | 1,068.6 M | |
| Filed 2018-08-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 18 | 6.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 18 | 6.5 |
| By Discretionary | ||
| Discretionary | 18 | 6.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.5 | |
| Total | 18 | 6.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Barry Osherow | Executive Officer | 4 | 3 | |
| Benjamin Levin | Executive Officer | 27 | 2 | |
| Sarah Sommer | Executive Officer | 9 | 2 | |
| George McCulloch | Executive Officer | 8 | 2 | |
| Nathan Linn | Executive Officer | 4 | 2 | |
| Level Equity Partners VI GP LP | Promoter | 3 | 2 | |
| Level Equity Associates VI LLC | Promoter | 3 | 2 | |
| Level Equity Partners IV GP LP | Promoter | 2 | 1 | |
| Level Equity Associates IV LLC | Promoter | 2 | 1 | |
| Level Equity Associates V LLC | Promoter | 2 | 1 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001897360] | |
| 4 | [0001897360] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Level Equity Associates LLC | |
| Level Equity Associates II LLC | |
| Vacasa Inc | |
| Level Equity Associates IV LLC | |
| Level Equity Management LLC | |
| McCulloch George |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Vacasa Inc VCSA
Class A Common Stock
|
2025-04-30 | Other | 1,668,662 | ||
|
Vacasa Inc VCSA
Vacasa Holdings Units · derivative
|
2025-04-30 | Other | 335,605 | ||
|
Vacasa Inc VCSA
Class A Common Stock
|
2025-03-11 | Conversion | 1,342,456 | ||
|
Vacasa Inc VCSA
Vacasa Holdings Units · derivative
|
2025-03-11 | Conversion | 1,342,456 |
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