Level Equity Management, Llc
- Regulatory AUM
- $6.5B
- Discretionary
- $6.5B
- Clients
- 18
- Avg AUM / client
- $359M
- Accounts
- 18
- Employees
- 52
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 18 | $6.5B | 100.0% |
Private funds (14)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.7B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Level Equity Growth Partners Iv, Lp | Private Equity Fund | Delaware | $931M | 109 |
| Level Equity Growth Partners V, L.P. | Private Equity Fund | Delaware | $447M | 149 |
| Level Equity Growth Partners Iii, Lp | Private Equity Fund | Delaware | $378M | 64 |
| Level Equity Opportunities Fund 2018, L.P. | Private Equity Fund | Delaware | $299M | 81 |
| Level Equity Growth Partners Ii, L.P. | Private Equity Fund | Delaware | $224M | 89 |
| Level Equity Opportunities Fund 2021, L.P. | Private Equity Fund | Delaware | $156M | 104 |
| Level Structured Capital Ii, L.P. | Private Equity Fund | Delaware | $109M | 73 |
| Level Equity Growth Partners I, L.P. | Private Equity Fund | Delaware | $61.1M | 65 |
| Level Structured Capital I, L.P. | Private Equity Fund | Delaware | $56.1M | 46 |
| Level Equity Opportunities Fund 2015, L.P. | Private Equity Fund | Delaware | $47.6M | 27 |
| Level Equity Imn Investors, Llc | Private Equity Fund | Delaware | $17.1M | 2 |
| Level Equity Vcs Investors, Llc | Private Equity Fund | Delaware | $1.9M | 9 |
| Level Equity Cloudcheckr Investors, Llc | Private Equity Fund | Delaware | $1.3M | 9 |
| Level Equity Made Investors, Llc | Private Equity Fund | Delaware | $21.0K | 2 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Enbridge Employee Services, Inc. Employees' Pension Plan Enbridge Employee Services, Inc. | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Levin, Benjamin, Smith | Member And Ceo | May 2009 (17y) | 75% or more | |
| Linn, Nathan, Everett | Chief Operating Officer | Feb 2013 (14y) | Less than 5% | |
| Magleby, Benjamin, Waters | Chief Compliance Officer | Sep 2022 (4y) | Less than 5% | |
| Trebbe Haas, Sarah, Elizabeth | Member | Sep 2023 (3y) | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (14, $2.7B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Level Equity Growth Partners Iv, Lp | Private Equity Fund | $931M | $5.0M | 109 |
| Level Equity Growth Partners V, L.P. | Private Equity Fund | $447M | $5.0M | 149 |
| Level Equity Growth Partners Iii, Lp | Private Equity Fund | $378M | $5.0M | 64 |
| Level Equity Opportunities Fund 2018, L.P. | Private Equity Fund | $299M | $2.0M | 81 |
| Level Equity Growth Partners Ii, L.P. | Private Equity Fund | $224M | $5.0M | 89 |
| Level Equity Opportunities Fund 2021, L.P. | Private Equity Fund | $156M | $2.0M | 104 |
| Level Structured Capital Ii, L.P. | Private Equity Fund | $109M | $3.0M | 73 |
| Level Equity Growth Partners I, L.P. | Private Equity Fund | $61.1M | $5.0M | 65 |
| Level Structured Capital I, L.P. | Private Equity Fund | $56.1M | $3.0M | 46 |
| Level Equity Opportunities Fund 2015, L.P. | Private Equity Fund | $47.6M | $2.0M | 27 |
| Level Equity Imn Investors, Llc | Private Equity Fund | $17.1M | $25.0K | 2 |
| Level Equity Vcs Investors, Llc | Private Equity Fund | $1.9M | $25.0K | 9 |
| Level Equity Cloudcheckr Investors, Llc | Private Equity Fund | $1.3M | $250K | 9 |
| Level Equity Made Investors, Llc | Private Equity Fund | $21.0K | $25.0K | 2 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Enbridge Employee Services, Inc. Employees' Pension Plan | Enbridge Employee Services, Inc. | 5,354 | $1.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • CONSULTING FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗