Investment adviser · CRD 304140

LEVEL 5 CAPITAL PARTNERS, LLC

Investment adviser filing (IA)

ATLANTA, GA, United States · Form ADV filed May 19, 2026

Regulatory AUM
$327M
Form ADV · Item 5.F
Client accounts
25
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles25$327,192,200100.0%
Filing source

Form ADV 2106886 · May 19, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

25 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LEVEL 5 CAPITAL PARTNERS FUND 2, LPPrivate Equity Fund · Last reported May 19, 2026$81.9MGross asset value

Form D fundraising filings

Level 5 Capital Partners Fund 2, LP

Fund administrator ALTER DOMUS DARIEN, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP NEW YORK, New York, United States
Custodian CITIZENS BANK, N.A. NEW YORK, New York, United States Related to adviser: Yes
Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

RSM US LLP
PCAOB 49

CITIZENS BANK, N.A.
LEI DRMSV1Q0EKMEXLAU1P80

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Fund details & source
Fund ID
805-1210490727
Reported beneficial owners
65
Minimum commitment
$500K
Form D file number
021-441720

Form ADV 2106886 · May 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LEVEL 5 CAPITAL PARTNERS FUND 1, LPPrivate Equity Fund · Last reported May 19, 2026$69.2MGross asset value

Form D fundraising filings

Level 5 Capital Partners Fund 1, LP

Feeder funds

  • LEVEL 5 CAPITAL PARTNERS CAYMEN FUND 1, LP
Fund administrator ALTER DOMUS DARIEN, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP NEW YORK, New York, United States
Custodian CITIZENS BANK, N.A. NEW YORK, New York, United States Related to adviser: Yes
Marketer EVERCORE GROUP L.L.C. NEW YORK, New York, United States Related to adviser: No
Marketer PLATYPUS PARTNERS LTD LONDON, United Kingdom Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

RSM US LLP
PCAOB 49

CITIZENS BANK, N.A.
LEI DRMSV1Q0EKMEXLAU1P80

EVERCORE GROUP L.L.C.
CRD 42405 · SEC 8-49830

Fund details & source
Fund ID
805-8859368137
Reported beneficial owners
80
Minimum commitment
$500K
Form D file number
021-343245

Form ADV 2106886 · May 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

L5 BIG BLUE SWIM SCHOOL NO. THREE, LLCPrivate Equity Fund · Last reported May 19, 2026$25.4MGross asset value

Form D fundraising filings

L5 Big Blue Swim School No. Three, LLC

Auditor RSM US LLP STAMFORD, Connecticut, United States
Custodian CITIZENS BANK, N.A. NEW YORK, New York, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

CITIZENS BANK, N.A.
LEI DRMSV1Q0EKMEXLAU1P80

Fund details & source
Fund ID
805-6766922131
Reported beneficial owners
28
Minimum commitment
$100K
Form D file number
021-327646

Form ADV 2106886 · May 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

L5 SWIM CO-INVEST 2Private Equity Fund · Last reported May 19, 2026$20.7MGross asset value

Form D fundraising filings

L5 Swim Co-Invest 2, LP

Fund administrator ALTER DOMUS DARIEN, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP STAMFORD, Connecticut, United States
Custodian CITIZENS BANK, N.A. NEW YORK, New York, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

CITIZENS BANK, N.A.
LEI DRMSV1Q0EKMEXLAU1P80

Fund details & source
Fund ID
805-4205402041
Reported beneficial owners
15
Minimum commitment
$100K
Form D file number
021-485783

Form ADV 2106886 · May 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LEVEL 5 CAPITAL PARTNERS CAYMAN FUND 2, LPPrivate Equity Fund · Last reported May 19, 2026$16.5MGross asset value
Fund administrator ALTER DOMUS DARIEN, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP STAMFORD, Connecticut, United States
Custodian CITIZENS BANK, N.A. NEW YORK, New York, United States Related to adviser: Yes
Marketer PLATYPUS PARTNERS LTD LONDON, United Kingdom Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

RSM US LLP
PCAOB 49

CITIZENS BANK, N.A.
LEI DRMSV1Q0EKMEXLAU1P80

Fund details & source
Fund ID
805-5741457847
Reported beneficial owners
5
Minimum commitment
$500K

Form ADV 2106886 · May 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

L5 SWIM CO-INVEST, LPPrivate Equity Fund · Last reported May 19, 2026$13.9MGross asset value

Form D fundraising filings

L5 Swim Co-Invest, LP

Auditor RSM US LLP STAMFORD, Connecticut, United States
Custodian CITIZENS BANK, N.A. NEW YORK, New York, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

CITIZENS BANK, N.A.
LEI DRMSV1Q0EKMEXLAU1P80

Fund details & source
Fund ID
805-8830395648
Reported beneficial owners
19
Minimum commitment
$100K
Form D file number
021-464552

Form ADV 2106886 · May 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BBSS IH CO-INVEST, LPPrivate Equity Fund · Last reported May 19, 2026$12.7MGross asset value

Form D fundraising filings

BBSS IH Co-Invest, LP

Fund administrator ALTER DOMUS DARIEN, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM LLP NEW YORK, New York, United States
Custodian CITIZENS BANK, N.A. NEW YORK, New York, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM LLP
PCAOB 49

CITIZENS BANK, N.A.
LEI DRMSV1Q0EKMEXLAU1P80

Fund details & source
Fund ID
805-3765167095
Reported beneficial owners
11
Minimum commitment
$100K
Form D file number
021-511807

Form ADV 2106886 · May 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 19, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

112 KROG ST. NE, UNIT D135
ATLANTA, GA, 30307, United States

CRD 304140

Filing source

Form ADV 2106886 · May 19, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.