Levco Capital Lp
- Regulatory AUM
- $591M
- Discretionary
- $591M
- Clients
- 2
- Avg AUM / client
- $295M
- Accounts
- 1
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 1 | $591M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $550M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Collaborative Capital, Llc | Private Equity Fund | Delaware | $550M | 195 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Levy, Irwin | Co Ceo, Co Chief Investment Officer | Apr 2000 (26y) | ≈ 0% – 5% via Levco Capital Gp Llc | |
| Savitt, Robert, Lewis | Secretary | Apr 2000 (26y) | 10% – 25% | |
| Levy, Jonathan, Michael | Co Ceo, Co Chief Investment Officer | Jan 2014 (13y) | 25% – 50% | |
| Jordre, Michael, Samuels | Chief Compliance Officer, Coo, Cfo | May 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Levco Capital Gp Llc | General Partner | Mar 2018 | A | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Levy, Irwin: 75% – 100% of Levco Capital Gp Llc × 0% – 5% direct ≈ 0% – 5% of the firm
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 (1, $550M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Collaborative Capital, Llc | Private Equity Fund | $550M | $250K | 195 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.22 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Other services
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) ↗