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.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 25 | $327,192,200 | 100.0% |
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 fundsThe 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
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
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
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
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
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
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
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 D135ATLANTA, 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.