Levelized Capital Management LLC

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Assets, Funds, Holdings

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Levelized Capital Management LLC
CRD #329588
SEC #802-136047
CIK #
AUM
Employees
Phone516-514-7664
Address1117 State Street
Santa Barbara, CA 93101
Source [IAPD] [Website] [LinkedIn]
Total AUM ($)
1.00.80.60.40.20.02010201520212027
Type Form D Funds Date Sold AUM
VC Levelized Capital I LP [2026-03-28] 16.2 M
VC Levelized Seaglider II LLC [2026-03-28] 2.2 M 2.2 M
VC Levelized Seaglider I LLC 2026-03-28 0.8 M
VC Levelized Series X I LLC [2026-03-28] 4.3 M
VC Levelized Supercritical I LLC [2026-03-28] 1.0 M 2.1 M
VC Levelized Trucker I LLC 2026-03-28 0.5 M
AUM Breakdown Accounts AUM ($)
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 0 0.0
(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 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors Role # Filings # Firms 2011 - 2026
Jourdan Urbach 7 2
Romi Kadri 5 2
Levelized Capital Management LLC 3 1
None Levelized Capital Management LLC 1 1
None Levelized Capital I GP LLC 1 1
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