Investment adviser · CRD 329588

LEVELIZED CAPITAL MANAGEMENT LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

SANTA BARBARA, CA, United States · Form ADV filed Mar 28, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

6 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.

LEVELIZED CAPITAL I LPVenture Capital Fund · Last reported Mar 28, 2026$16.2MGross asset value

Form D fundraising filings

Levelized Capital I LP

Fund administrator CARTA, INC. SAN FRANCISO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-6554264434
Reported beneficial owners
16
Minimum commitment
$25K
Form D file number
021-496481

Form ADV 2080961 · Mar 28, 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.

LEVELIZED SERIES X I LLCVenture Capital Fund · Last reported Mar 28, 2026$4.32MGross asset value

Form D fundraising filings

Levelized Series X I LLC

Fund administrator CARTA, INC. SAN FRANCISO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-3470633877
Reported beneficial owners
18
Minimum commitment
$10K
Form D file number
021-542866

Form ADV 2080961 · Mar 28, 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.

LEVELIZED SEAGLIDER II LLCVenture Capital Fund · Last reported Mar 28, 2026$2.17MGross asset value

Form D fundraising filings

Levelized Seaglider II LLC

Fund administrator CARTA, INC. SAN FRANCISO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-4207265810
Reported beneficial owners
5
Minimum commitment
$50K
Form D file number
021-572875

Form ADV 2080961 · Mar 28, 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.

LEVELIZED SUPERCRITICAL I LLCVenture Capital Fund · Last reported Mar 28, 2026$2.14MGross asset value

Form D fundraising filings

Levelized Supercritical I LLC

Fund administrator CARTA, INC. SAN FRANCISO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-5973032641
Reported beneficial owners
3
Minimum commitment
$500K
Form D file number
021-542868

Form ADV 2080961 · Mar 28, 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.

LEVELIZED SEAGLIDER I LLCVenture Capital Fund · Last reported Mar 28, 2026$806KGross asset value
Fund administrator CARTA, INC. SAN FRANCISO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-8393610657
Reported beneficial owners
12
Minimum commitment
$15K

Form ADV 2080961 · Mar 28, 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.

LEVELIZED TRUCKER I LLCVenture Capital Fund · Last reported Mar 28, 2026$500KGross asset value
Fund administrator CARTA, INC. SAN FRANCISO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-6188401020
Reported beneficial owners
1
Minimum commitment
$500K

Form ADV 2080961 · Mar 28, 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 28, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

1117 STATE STREET
SANTA BARBARA, CA, 93101, United States

CRD 329588

Filing source

Form ADV 2080961 · Mar 28, 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.