SourcingSourcing

LEVCO CAPITAL LP

C27
CRD 161117·SEC 801-107598·NEW YORK, NY
AUM
$590.5M
$500M-$1B
Est. Revenue
$5.9M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LEVCO CAPITAL LP
CRD
161117
SEC file #
801-107598
EIN
000000000
DBA names
—

Economics

AUM
$590.5M
AUM band
$500M-$1B
AUM trajectory
'20'26
$270.8M → $590.5M▲ +118%
Client mix
Individuals High Net Worth1
Pooled Investment Vehicles1

Operations

Employees (total)
10
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEVY, IRWIN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
LEVY, IRWIN
LEVY, JONATHAN, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001112957
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2012-03-30
Edgar Last Filing Date
2026-03-27
Edgar Form D Count
15
Edgar Form D Offerings
2026-03-272026-03-27 · 0001112957-26-000001
2025-03-282025-03-28 · 0001112957-25-000002
Edgar Former Names
COLLABORATIVE CAPITAL LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Raymond James4
E*trade4
Morgan Stanley3
Edgar Addresses
Mailing
950 THIRD AVENUE31ST FLOORNEW YORK, NY 10022
Business
950 THIRD AVENUE31ST FLOORNEW YORK, NY 10022
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-03-27 · 0001112957-26-000001
D/A2025-03-28 · 0001112957-25-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6027207
Trust Company Affiliate
No

People (4)

4
LEVY, IRWIN
Direct Owner · 37.5%
6027207
LEVY, JONATHAN, MICHAEL
Direct Owner · 37.5%
4834514
SAVITT, ROBERT, LEWIS
Direct Owner · 17.5%
6027343
JORDRE, MICHAEL, SAMUELS
Executive Officer · 2.5%
4543160