Data / Investment advisers / Florida / Level Ventures Management LLC
Level Ventures Management LLC, Sunny Isles Beach, FL: $311 million AUM, SEC registered investment adviser
Level Ventures Management LLC is an SEC registered investment adviser with its main office in Sunny Isles Beach, Florida and reports $311 million in regulatory assets under management in its Form ADV filed June 29, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 11 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 323733
- SEC file number
- 801-136897
- SEC status
- Approved, effective August 5, 2026
- Main office
- 16690 Collins Avenue #1004, Sunny Isles Beach, FL 33160
- Phone
- (646) 522-7183
- Website
- levelvc.com
- Regulatory AUM
- $310,869,517 in the Form ADV filed June 29, 2026
- Discretionary AUM
- $310,869,517
- Accounts
- 12
- Employees
- 7, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 11: 8 venture capital funds, 3 private equity funds
- Gross assets of private funds
- $310,869,517
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 12 | $310.9 million |
Other advisers in Florida
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ciccarelli Advisory Services Inc | Naples | $1.59 billion | Not listed | adviserinfo.sec.gov |
| Locust Point Capital | Miami | $1.58 billion | 4 | adviserinfo.sec.gov |
| Credicorp Capital Advisors LLC | Miami | $1.58 billion | Not listed | adviserinfo.sec.gov |
| Calton & Associates, Inc. | Tampa | $1.58 billion | Not listed | adviserinfo.sec.gov |
| Evertern Wealth, LLC | Naples | $1.56 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Level Ventures Management LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.