Form D · Other Banking and Financial Services
Levo Fund I, LP
Chattanooga, TN · CIK 0001864558
Offering snapshot reported May 27, 2021 · SEC filing
- Reported sold
- $15K Indefinite offering
- Investors reported
- 5 Form D · investor count
- Minimum accepted
- $5K Reported outside-investor minimum
- First sale
- May 24, 2021 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 27, 2021 | Initial | $15,000 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-400906
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Levo Fund Adviser, LLC | 314370 | Interactive Brokers LLC · CRD 36418 |
Source: Form D, filed May 27, 2021. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
LEVO FUND I, LP
Investment adviser: LEVO ADVISER, LLC
- Gross asset value
- $1.12M
- Beneficial owners
- 23
- ADV minimum commitment
- $5K
Reported in Form ADV on Mar 21, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHEN & COMPANY LTD.
PCAOB 925
ALPACA SECURITIES LLC
SEC 8-69928
ALPACA SECURITIES LLC
CRD 288202 · SEC 8-69928
Filing source
Form ADV 1625883 · Mar 21, 2022 · Schedule D 7.B.(1), fund 805-1357204353
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Dillon Tucker Martin | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:Chattanooga, TN, 37415