LEVEL 5 CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 304140
- Registered since
- August 3, 2022
- Website
- www.lfivecapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Level 5 Capital Partners, LLC is organized as an LLC and operates as a private equity fund manager that provides portfolio management for pooled investment vehicles. The firm is SEC-registered (initial registration in 2022) and serves institutional clients. Its commercial model combines a percentage-of-assets fee with performance-based compensation. Level 5 does not report multi-state adviser status, is not an active ESG investor, and is not positioned as a pension consultant or a related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Duane Levine
PartnerCRD 8240849
CHRISTOPHER KENNY
Co-Founder & Managing PartnerCRD 7161084
ADAM SZYMONIAK
Vice President, Fund AdministrationCRD 4825444
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 112 Krog St NE
- Time zone
- ET (UTC-5)
- Office locations
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