Investment adviser · CRD 329712

LEVERED INSIGHT

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.

LEVERED INSIGHT CAPITAL MANAGEMENT, LLC

· Form ADV filed Mar 24, 2026

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

Private funds & service providers

1 Private fund

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

LEVERED INSIGHT FUND I, LPHedge Fund · Last reported Mar 24, 2026$24.9MGross asset value

Form D fundraising filings

Levered Insight Fund I, LP

Fund administrator TRIDENT FUND SERVICES, INC. ATLANTA, Georgia, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY MAY & CO. MATTHEWS, North Carolina, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RICHEY MAY & CO.
PCAOB 673

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-9752574459
Reported beneficial owners
10
Minimum commitment
$100K
Form D file number
021-278299

Form ADV 2081113 · Mar 24, 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 24, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

CRD 329712

Filing source

Form ADV 2081113 · Mar 24, 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.