RIA Intelligence

KOTEL INVESTMENT MANAGEMENT LLC

CRD #325279 SEC #802-127655 BETHESDA, MD 305-496-9665
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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Firm Details

Organization Type
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State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Jan 24, 2024
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Levitats, Aaron, JacobICO-PRESIDENT & CO-CHIEF INVESTMENT OFFICERD Control
Levitats, Aaron, JacobICO-PRESIDENT & CO-CHIEF INVESTMENT OFFICERD Control
Levitats, Aaron, JacobICO-PRESIDENT & CO-CHIEF INVESTMENT OFFICERD Control
Levitats, Joshua, EricICO-PRESIDENT & CO-CHIEF INVESTMENT OFFICERD Control
Levitats, Joshua, EricICO-PRESIDENT & CO-CHIEF INVESTMENT OFFICERD Control
Levitats, Joshua, EricICO-PRESIDENT & CO-CHIEF INVESTMENT OFFICERD Control

Registrations

Federal

ERA
Jan 24, 2024 REGISTERED

Address

4849 RUGBY AVENUE, FIRST FLOOR
BETHESDA, MD 20814
United States
Phone: 305-496-9665