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LEVEL VENTURES MANAGEMENT LLC

SUNNY ISLES BEACH, FL · CRD 323733 · IAPD ↗ · levelvc.com · (646) 522-7183

$310.9MRegulatory AUM
2Advisory reps
7Employees
0Clients
n/aPlanning clients
11Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
September 2026 — LEVEL VENTURES MANAGEMENT LLC (SUNNY ISLES BEACH, FL) is newly SEC-registered with $310.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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