LEVATUS LLC
CRD #287811 SEC #801-128064 BOSTON, MA (617) 505-4710
SEC Registered
Total AUM
$151.8M
Discretionary
$126.3M
Employees
4
Clients
26
Accounts
204
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $151.8M | $126.3M | $25.5M | 4 | 0 |
| Apr 2025 | $151.8M | $126.3M | $25.5M | 4 | 0 |
| Mar 2025 | $151.8M | $126.3M | $25.5M | 4 | 0 |
| Feb 2025 | $137.5M | $109.7M | $27.9M | 5 | 0 |
| Dec 2024 | $137.5M | $109.7M | $27.9M | 5 | 0 |
| Mar 2024 | $137.5M | $109.7M | $27.9M | 5 | 0 |
| Apr 2023 | $122.2M | $97.7M | $24.5M | 5 | 0 |
| Sep 2017 | $0 | $0 | $0 | 1 | 0 |
| Aug 2017 | $0 | $0 | $0 | 1 | 0 |
| Jun 2017 | $0 | $0 | $0 | 1 | 0 |
| Mar 2017 | $0 | $0 | $0 | 1 | 0 |
| Mar 2017 | $0 | $0 | $0 | 1 | 0 |
| Mar 2017 | $0 | $0 | $0 | 1 | 0 |
DateMay 2025
Total AUM$151.8M
Discretionary$126.3M
Non-Disc.$25.5M
Employees4
Clients0
DateApr 2025
Total AUM$151.8M
Discretionary$126.3M
Non-Disc.$25.5M
Employees4
Clients0
DateMar 2025
Total AUM$151.8M
Discretionary$126.3M
Non-Disc.$25.5M
Employees4
Clients0
DateFeb 2025
Total AUM$137.5M
Discretionary$109.7M
Non-Disc.$27.9M
Employees5
Clients0
DateDec 2024
Total AUM$137.5M
Discretionary$109.7M
Non-Disc.$27.9M
Employees5
Clients0
DateMar 2024
Total AUM$137.5M
Discretionary$109.7M
Non-Disc.$27.9M
Employees5
Clients0
DateApr 2023
Total AUM$122.2M
Discretionary$97.7M
Non-Disc.$24.5M
Employees5
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0