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| Level Equity Management LLC
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| CRD # | 160016 |
| SEC # | 801-111972 |
| CIK # | 0001897360 |
| AUM | $5.3 B (2025-03-31) |
| Employees | 50 (88% Investors, 0% Brokers) |
| Phone | 212-660-2470 |
| Address | Two Grand Central Tower, 140 East 45th Street New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Le UPSP Co-Invest LP | 2025-03-31 | 97.0 | |
| PE | Level Equity Growth Partners VI LP | [2025-03-31] | 0.0 | 1,072.8 |
| PE | Level Equity Opportunities Fund 2025 LP | [2025-03-31] | 0.0 | 173.2 |
| PE | Level Structured Capital III LP | [2025-03-31] | 0.0 | 114.8 |
| PE | Level Equity Growth Partners V LP | [2022-03-30] | 0.0 | 737.0 |
| PE | Level Equity Opportunities Fund 2021 LP | [2022-03-30] | 0.0 | 278.4 |
| PE | Level Structured Capital II LP | [2022-03-30] | 132.8 | 165.5 |
| PE | Level Equity-Vcs Investors LLC | 2020-03-27 | 1.2 | |
| PE | Level Equity Growth Partners IV LP | [2019-03-28] | 0.0 | 1,015.9 |
| PE | Level Equity-Imn Investors LLC | 2019-03-28 | 16.3 | |
| 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 | 17 | 5.3 |
| (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 | 17 | 5.3 |
| By Discretionary | ||
| Discretionary | 17 | 5.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 17 | 5.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.3 | |
| Total | 17 | 5.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Barry Osherow | 4 | |||
| Benjamin Levin | 26 | |||
| Sarah Sommer | 9 | |||
| George McCulloch | 8 | |||
| Nathan Linn | 4 | |||
| Level Equity Partners VI GP LP | 3 | |||
| Level Equity Associates VI LLC | 3 | |||
| Level Equity Partners IV GP LP | 2 | |||
| Level Equity Associates IV LLC | 2 | |||
| Level Equity Associates V LLC | 2 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001897360] | |
| 4 | [0001897360] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Vacasa, Inc. | |
| Level Equity Management, LLC | |
| Level Equity Associates IV, LLC | |
| Level Equity Associates II, LLC | |
| Level Equity Associates, LLC | |
| McCulloch George |
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