Investment adviser · CRD 160016

LEVEL EQUITY

Investment adviser filing (IA)

LEVEL EQUITY MANAGEMENT, LLC

NEW YORK, NY, United States · Form ADV filed Mar 31, 2026

Regulatory AUM: $6.46B
Client accounts: 18
Employees: 52
Advisory professionals: 46

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	18	$6,457,223,242	100.0%

Filing source

Form ADV 2090275 · Mar 31, 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

22 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 EQUITY GROWTH PARTNERS VI, L.P.Private Equity Fund · Last reported Mar 31, 2026$1.42BGross asset value

Form D fundraising filings

Level Equity Growth Partners VI, L.P.

Fund administrator GP FUND SOLUTIONS, LLC LATHAM, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian RAYMOND JAMES & ASSOCIATES, INC. NEW YORK, New York, United States Related to adviser: No

Custodian SVB, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Fund details & source

Fund ID: 805-5307197919
Reported beneficial owners: 195
Minimum commitment: $5M
Form D file number: 021-524146

Form ADV 2090275 · Mar 31, 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 EQUITY GROWTH PARTNERS V, L.P.Private Equity Fund · Last reported Mar 31, 2026$1.09BGross asset value

Form D fundraising filings

Level Equity Growth Partners V, L.P.

Fund administrator GP FUND SOLUTIONS, LLC LATHAM, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian RAYMOND JAMES & ASSOCIATES, INC. NEW YORK, New York, United States Related to adviser: No

Custodian SVB, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Fund details & source

Fund ID: 805-9807873467
Reported beneficial owners: 149
Minimum commitment: $5M
Form D file number: 021-400630

Form ADV 2090275 · Mar 31, 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 EQUITY GROWTH PARTNERS IV, LPPrivate Equity Fund · Last reported Mar 31, 2026$1.07BGross asset value

Form D fundraising filings

Level Equity Growth Partners IV, L.P.

Fund administrator GP FUND SOLUTIONS, LLC LATHAM, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian RAYMOND JAMES & ASSOCIATES, INC. NEW YORK, New York, United States Related to adviser: No

Custodian SVB, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Fund details & source

Fund ID: 805-8215273094
Reported beneficial owners: 109
Minimum commitment: $5M
Form D file number: 021-318918

Form ADV 2090275 · Mar 31, 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 EQUITY OPPORTUNITIES FUND 2021, L.P.Private Equity Fund · Last reported Mar 31, 2026$523MGross asset value

Form D fundraising filings

Level Equity Opportunities Fund 2021, L.P.

Fund administrator GP FUND SOLUTIONS, LLC LATHAM, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian RAYMOND JAMES & ASSOCIATES, INC. NEW YORK, New York, United States Related to adviser: No

Custodian SVB, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Fund details & source

Fund ID: 805-8011424614
Reported beneficial owners: 104
Minimum commitment: $2M
Form D file number: 021-400636

Form ADV 2090275 · Mar 31, 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 EQUITY OPPORTUNITIES FUND 2018, L.P.Private Equity Fund · Last reported Mar 31, 2026$431MGross asset value

Form D fundraising filings

Level Equity Opportunities Fund 2018, L.P.

Fund administrator GP FUND SOLUTIONS, LLC LATHAM, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian RAYMOND JAMES & ASSOCIATES, INC. NEW YORK, New York, United States Related to adviser: No

Custodian SVB, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Fund details & source

Fund ID: 805-7217091571
Reported beneficial owners: 81
Minimum commitment: $2M
Form D file number: 021-318917

Form ADV 2090275 · Mar 31, 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 EQUITY GROWTH PARTNERS III, LPPrivate Equity Fund · Last reported Mar 31, 2026$412MGross asset value

Form D fundraising filings

LEVEL EQUITY GROWTH PARTNERS III, L.P.

Fund administrator GP FUND SOLUTIONS, LLC LATHAM, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian RAYMOND JAMES & ASSOCIATES, INC. NEW YORK, New York, United States Related to adviser: No

Custodian SVB, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Fund details & source

Fund ID: 805-2498589737
Reported beneficial owners: 64
Minimum commitment: $5M
Form D file number: 021-259518

Form ADV 2090275 · Mar 31, 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 EQUITY GROWTH PARTNERS II, L.P.Private Equity Fund · Last reported Mar 31, 2026$322MGross asset value

Form D fundraising filings

LEVEL EQUITY GROWTH PARTNERS II, L.P.

Fund administrator GP FUND SOLUTIONS, LLC LATHAM, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP NEW YORK, New York, United States

Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian RAYMOND JAMES & ASSOCIATES, INC. NEW YORK, New York, United States Related to adviser: No

Custodian SVB, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNERAMPER LLP
PCAOB 274

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Fund details & source

Fund ID: 805-5550353527
Reported beneficial owners: 89
Minimum commitment: $5M
Form D file number: 021-206507

Form ADV 2090275 · Mar 31, 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: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

TWO GRAND CENTRAL TOWER, 140 EAST 45TH STREET, 42ND FLOOR
NEW YORK, NY, 10017, United States

CRD 160016

Filing source

Form ADV 2090275 · Mar 31, 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.