LEVEL EQUITY MANAGEMENT, LLC
Legal name: LEVEL EQUITY
CRD #160016 SEC #801-111972 NEW YORK, NY 212-660-2470
SEC Registered Private Funds
Total AUM
$5.3B
Discretionary
$5.3B
Employees
50
Clients
--
Accounts
17
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $5.3B | $5.3B | $0 | 50 | 0 |
| Mar 2024 | $3.5B | $3.5B | $0 | 44 | 0 |
| Oct 2023 | $3.5B | $3.5B | $0 | 44 | 0 |
| Oct 2023 | $3.5B | $3.5B | $0 | 44 | 0 |
| Mar 2023 | $3.5B | $3.5B | $0 | 44 | 0 |
| Feb 2023 | $4.1B | $4.1B | $0 | 38 | 0 |
| Sep 2022 | $4.1B | $4.1B | $0 | 38 | 0 |
| Sep 2022 | $4.1B | $4.1B | $0 | 38 | 0 |
| Mar 2022 | $4.1B | $4.1B | $0 | 38 | 0 |
| Nov 2021 | $2B | $2B | $0 | 35 | 0 |
| Mar 2021 | $2B | $2B | $0 | 35 | 0 |
| Mar 2020 | $1.8B | $1.8B | $0 | 25 | 0 |
| Nov 2019 | $1.8B | $1.8B | $0 | 23 | 0 |
| Mar 2019 | $1.8B | $1.8B | $0 | 23 | 0 |
| Mar 2018 | $1B | $1B | $0 | 21 | 0 |
| Sep 2017 | $987.4M | $987.4M | $0 | 20 | 1 |
DateMar 2025
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees50
Clients0
DateMar 2024
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees44
Clients0
DateOct 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees44
Clients0
DateOct 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees44
Clients0
DateMar 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees44
Clients0
DateFeb 2023
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees38
Clients0
DateSep 2022
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees38
Clients0
DateSep 2022
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees38
Clients0
DateMar 2022
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees38
Clients0
DateNov 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees35
Clients0
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees35
Clients0
DateMar 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees25
Clients0
DateNov 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees23
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees23
Clients0
DateMar 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees21
Clients0
DateSep 2017
Total AUM$987.4M
Discretionary$987.4M
Non-Disc.$0
Employees20
Clients1