PROJECT LEVEL MANAGEMENT COMPANY, LLC

RIASEC RegisteredEst. 2025
Total AUM
$294M
Discretionary
$294M
100% of AUM
Avg account
$73.5M
Accounts
4
Employees
50
Advisory reps
9

Firm details

Headquarters
CHICAGO, Illinois
CRD number
335704
Registered since
May 22, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Project Level Management Company, LLC is structured as a private-equity focused manager that serves institutional investors through pooled investment vehicles. The firm operates as a sponsor and general partner for closed-end funds and carries out portfolio management for those pooled vehicles. Its business activities also include roles typical of commodity pool operators or commodity trading advisers, reflecting the firm’s ability to run specialized pooled strategies in addition to private equity structures. The firm charges a combination of AUM-based fees and performance-based fees, aligning economics with fund-level performance. It is not positioned as a capital allocator to third-party managers; instead, it acts as manager/sponsor and executes investment decisions within its own pooled funds. Project Level Management Company, LLC is not an active ESG investor and does not operate as a pension consultant. Industry affiliations include connections with broker-dealers and other investment advisers, consistent with operating as a fund sponsor and operating CPO/CTA activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Pascale Thomas

    Chief Compliance OfficerCRD 7740666

  • Carlos Calderon

    SVP, Chief Financial OfficerCRD 6864114

Contacts

3 of 7
  • STEPHEN MILLS

    CRD 5962806

  • BETH BROOKE

    DirectorCRD 4392701

  • Anthony Romero

    DirectorCRD 7351846

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
200 E Randolph St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth