SourcingSourcing

LEVEL ONE GLOBAL ADVISORS, LLC

B56
CRD 316294·SEC 801-128568·MIAMI, FL
AUM
$201.5M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$605K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LEVEL ONE GLOBAL ADVISORS, LLC
CRD
316294
SEC file #
801-128568
EIN
—
DBA names
Level One Fund

Economics

AUM
$201.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$180.0M → $201.5M▲ +12%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
twitter.com/levelonefund(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Stewart, James, Taneian
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Stewart, James, Taneian
DWYER, DANIEL, BUCHANAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:levelone.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
E*trade4
Jpmorgan2
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7246498
Trust Company Affiliate
No

People (2)

2
Stewart, James, Taneian
Direct Owner · 87.5%
7246498
DWYER, DANIEL, BUCHANAN
Executive Officer · 2.5%
7460641