Livello Capital Management LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 305403
- Registered since
- March 25, 2020
- Website
- livellocap.com
- Custodians
- GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles83.45%
- Other16.55%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Livello Capital Management LP is a hedge-fund–style manager organized as a limited partnership and registered with the SEC in 2020. It positions itself as an institutional manager that runs pooled investment vehicles and acts in sponsor/GP and managing-member roles for those vehicles. The firm is also registered to perform CPO/CTA activities and provides portfolio management for pooled funds rather than offering traditional separate-account advisory services. Fee arrangements include a percentage-of-AUM component alongside performance-based fees. Livello does not identify as an active ESG investor and is not set up as a multi-state or pension consultant 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
Asset composition
- Cash & Cash Equivalents50%
- Investment Grade Corp Bonds32%
- Other10%
- Derivatives7%
- Exchange Traded Equities1%
Owners & executives
1 of 1
Philip Giordano
Founder and Chief Investment OfficerCRD 4945980
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 104 W 40th St
- Time zone
- ET (UTC-5)
- Office locations
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