LEVCO CAPITAL LP

RIASEC RegisteredEst. 2016
Total AUM
$591M
Discretionary
$591M
100% of AUM
Avg account
$591M
Accounts
1
Employees
10
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
161117
Registered since
April 22, 2016
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Levco Capital LP is a private equity–focused limited partnership formed in 2016 that acts primarily as sponsor and manager of a pooled investment vehicle. The firm’s registered activity centers on portfolio management for pooled investment vehicles and it commonly serves both individual & family clients and institutional investors. Levco combines a sponsor/GP role with adviser responsibilities, taking fees that can include a percentage of assets under management, fixed fees and performance-based compensation. The firm is not positioned as an ESG-driven manager and it does not identify as a multi-state adviser. Its business model emphasizes management and control of its pooled fund(s) rather than acting as a pure capital allocator; at the same time, the firm’s activities indicate allocations to a range of external alternative managers alongside its own fund interests. Levco’s filings also list roles consistent with sponsoring limited partnerships and acting as the general partner or managing member of pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • MICHAEL JORDRE

    CCO & COOCRD 4543160

  • IRWIN LEVY

    Co-CEOCRD 6027207

  • JONATHAN LEVY

    Co-Chief Operating OfficerCRD 4834514

Contacts

1 of 1
  • ROBERT SAVITT

    SecretaryCRD 6027343

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
950 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth