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 organized as a limited liability company that functions as a private equity fund adviser to institutional clients. The firm is SEC-registered (2025) and identifies its owner base as a mix of domestic entities and individuals. It describes its core advisory work as portfolio management for pooled investment vehicles and lists business activities consistent with acting as a sponsor/GP or managing member of pooled vehicles. Fee arrangements combine a percentage-of-AUM component with performance-based fees. The firm does not position itself as an active ESG investor.

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

2 of 2
  • Carlos Calderon

    Carlos Calderon

    SVP, Chief Financial OfficerCRD 6864114

  • Pascale Thomas

    Pascale Thomas

    Chief Compliance OfficerCRD 7740666

Contacts

3 of 7
  • Mellody Lucas

    Mellody Lucas

    PresidentCRD 2184315

  • Emma Rodriguez-ayala

    Emma Rodriguez-ayala

    Executive Vice PresidentCRD 6183654

  • Anthony Romero

    Anthony Romero

    DirectorCRD 7351846

Unlock 4 more contacts

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth