RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 7, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DAHL, SUSAN, ELIZABETHIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERNA Control
DAHL, SUSAN, ELIZABETHIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERNA Control
DAHL, SUSAN, ELIZABETHIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERNA Control
DAHL, SUSAN, ELIZABETHIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERNA Control
DAHL, SUSAN, ELIZABETHIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERNA Control
DAHL, SUSAN, ELIZABETHIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERNA Control
DAHL, SUSAN, ELIZABETHIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERNA Control
DAHL, SUSAN, ELIZABETHIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERNA Control
DAHL, SUSAN, ELIZABETHIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERNA Control
DAHL, SUSAN, ELIZABETHIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERNA Control
DAHL, SUSAN, ELIZABETHIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERNA Control
DAHL, SUSAN, ELIZABETHIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERNA Control
DAHL, SUSAN, EIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
THE NEXUS GROUP, LLCDEHOLDING COMPANYE Control
THE NEXUS GROUP, LLCDEHOLDING COMPANYE Control
THE NEXUS GROUP, LLCDEHOLDING COMPANYE Control
THE NEXUS GROUP, LLCDEHOLDING COMPANYE Control
THE NEXUS GROUP, LLCDEHOLDING COMPANYE Control
THE NEXUS GROUP, LLCDEHOLDING COMPANYE Control
THE NEXUS GROUP, LLCDEHOLDING COMPANYE Control
THE NEXUS GROUP, LLCDEHOLDING COMPANYE Control
THE NEXUS GROUP, LLCDEHOLDING COMPANYE Control
THE NEXUS GROUP, LLCDEHOLDING COMPANYE Control
THE NEXUS GROUP, LLCDEHOLDING COMPANYE Control
THE NEXUS GROUP, LLCDEHOLDING COMPANYE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
DAHL, SUSAN, ELIZABETHITHE NEXUS GROUP, LLCE Control
DAHL, SUSAN, ELIZABETHITHE NEXUS GROUP, LLCE Control
DAHL, SUSAN, ELIZABETHITHE NEXUS GROUP, LLCE Control
DAHL, SUSAN, ELIZABETHITHE NEXUS GROUP, LLCE Control
DAHL, SUSAN, ELIZABETHITHE NEXUS GROUP, LLCE Control
DAHL, SUSAN, ELIZABETHITHE NEXUS GROUP, LLCE Control
DAHL, SUSAN, ELIZABETHITHE NEXUS GROUP, LLCE Control
DAHL, SUSAN, ELIZABETHITHE NEXUS GROUP, LLCE Control

Registrations

Federal

IA
May 7, 2025 REGISTERED

Notice Filings (4)

LA MA NH RI

Address

115 NEWBURY STREET
SUITE 503
BOSTON, MA 02116
United States
Phone: (617) 505-4710