LEVEL EQUITY MANAGEMENT, LLC
DBA: LEVEL EQUITY
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $6.46B |
| Discretionary | $6.46B100% of AUM |
| Client Accounts | 18 |
| Avg Account Size | $358.7M |
| Employees | 52 |
| Peak AUM | $6.46BMar 2026 |
| AUM CAGR | +25.5% /yrover 8 yrs · 27 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $6.5B | +22.2% | +22.5% | +25.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $6.46B |
| Discretionary | $6.46B |
| Employees | 52 |
| Client Accounts | 18 |
Contact & Location
Address
TWO GRAND CENTRAL TOWER, 140 EAST 45TH STREET
NEW YORK NY 10017
Phone
212-660-2470
Filing History
27 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$6.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm