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LEVEL 5 CAPITAL PARTNERS, LLC

· CRD 304140 · IAPD ↗ · lfivecapital.com · (773) 590-0621

$327.2MRegulatory AUM
5Advisory reps
11Employees
0Clients
0Planning clients
25Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — LEVEL 5 CAPITAL PARTNERS, LLC shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.