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Level Equity

Private Equity

New York, NY

Level Equity provides bespoke guidance to best-in-class software pioneers and technology leaders.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:72a213a1-6ce9-4ffb-8888-1efd2645e7e7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 226
Dated events: 24
On other graphs: 3
Observed: Sep 13, 2026 to Sep 15, 2026
34 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Level Equity

Venture manager · shared crd

Independent Sponsorsidentity

Level Equity

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

LEVEL EQUITY

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 17
PE funds: 15
Vintages: 2014 to 2022
PE GAV, 2024 filing: $2.7Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $3.5B
Investments: 143
Active investments: 77
Size band: MIDDLE MARKETderivedproxy: $2.73bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Stated sectors: technology,software
Latest ADV filing: Mar 28, 2024
Employees (ADV): 44
Website: levelequity.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Level Structured Capital II, L.P.	2022	Early deployment	Private Equity Fund	n/a	$109M
Level Equity Growth Partners V, L.P.	2022	Early deployment	Private Equity Fund	n/a	$447M
Level Equity Opportunities Fund 2021, L.P.	2021	Early deployment	Private Equity Fund	n/a	$156M
Level Equity-Vcs Investors, LLC	2020	Harvest	Private Equity Fund	n/a	$1.9M
Level Equity-Made Investors, LLC	2019	Unknown	Private Equity Fund	n/a	$21,048
Level Equity-Imn Investors, LLC	2019	Mature	Private Equity Fund	n/a	$17.1M
Level Equity Growth Partners IV, LP	2019	Successor fundraising	Private Equity Fund	n/a	$931M
Level Equity Opportunities Fund 2018, L.P.	2018	Mature	Private Equity Fund	n/a	$299M
Level Structured Capital I, L.P.	2018	Harvest	Private Equity Fund	n/a	$56.1M
Level Equity Growth Partners III, LP	2017	Unknown	Private Equity Fund	n/a	$378M
Level Sc - Swiftpage, LLC	2017	Wound down	Other Private Fund	n/a	$4.0M
Level Sc - Appspace, LLC	2017	Wound down	Private Equity Fund	n/a	$0
Level Equity-Cloudcheckr Investors, LLC	2017	Harvest	Private Equity Fund	n/a	$1.3M
Level Equity Opportunities Fund 2015, L.P.	2015	Harvest	Private Equity Fund	n/a	$47.6M
Level Equity Growth Partners II, L.P.	2014	Harvest	Private Equity Fund	n/a	$224M
Level Equity Growth Partners I, L.P.	n/a	Harvest	Private Equity Fund	n/a	$61.1M
Level Structured Capital III, L.P.	n/a	Unknown	n/a	n/a	n/a

Investments

Company	State	Role	Control	Invested	Exited	Status
Accelo	n/a	unknown	unknown	n/a	n/a	exited
Acorn	n/a	unknown	unknown	n/a	n/a	active
ActiveComply	n/a	unknown	unknown	n/a	n/a	active
Appspace	n/a	unknown	unknown	n/a	n/a	exited
Aventri	n/a	unknown	unknown	n/a	n/a	exited
BigTime Software	n/a	unknown	unknown	n/a	n/a	active
Black Box Intelligence	n/a	unknown	unknown	n/a	n/a	exited
Blackthorn.io	n/a	unknown	unknown	n/a	n/a	active
Blue Ridge	n/a	unknown	unknown	n/a	n/a	exited
BoardEffect	n/a	unknown	unknown	n/a	n/a	exited
Carrot	n/a	unknown	unknown	n/a	n/a	exited
Casago	n/a	unknown	unknown	n/a	n/a	active
Charted	n/a	unknown	unknown	n/a	n/a	active
Cheqroom	n/a	unknown	unknown	n/a	n/a	active
Chronus	n/a	unknown	unknown	n/a	n/a	active
CivicPlus	n/a	unknown	unknown	n/a	n/a	active
Clari	n/a	unknown	unknown	n/a	n/a	active
Clew	n/a	unknown	unknown	n/a	n/a	active
CloudCheckr	n/a	unknown	unknown	n/a	n/a	exited
ClubReady	n/a	unknown	unknown	n/a	n/a	exited
Collaborative Boating Inc.	n/a	unknown	unknown	n/a	n/a	active
Concept3D	n/a	unknown	unknown	n/a	n/a	active
cplace	n/a	unknown	unknown	n/a	n/a	active
Criteria	n/a	unknown	unknown	n/a	n/a	exited
CyberFOX	n/a	unknown	unknown	n/a	n/a	active
Dash Social	n/a	unknown	unknown	n/a	n/a	active
Dialogtech	n/a	unknown	unknown	n/a	n/a	exited
Eci	n/a	unknown	unknown	n/a	n/a	exited
Ecp	n/a	unknown	unknown	n/a	n/a	active
eftsure	n/a	unknown	unknown	n/a	n/a	active

Relationships

showing 80 of 226

Employs (60)

→ Tim StavrosPersonVice President, Business Development
factThe subject's own site
→ Sunny TamPersonHead of Finance
factThe subject's own site
→ Jake RudolphPersonVice President
factThe subject's own site
→ Tom KarimPersonAssociate
factThe subject's own site
→ Aimee-Marie HollandPersonExecutive Assistant
factThe subject's own site
→ Amanda MertesPersonOperating Expert, Operations and M&A
factThe subject's own site
→ Charles ChenPersonPartner
factThe subject's own site
→ Caleb HillPersonOperating Partner, Finance & Operations
factThe subject's own site
→ Viviana LozitoPersonExecutive Assistant
factThe subject's own site
→ Ben LevinPersonCo-Founder and CEO
factThe subject's own site
→ Ben MaglebyPersonGeneral Counsel
factThe subject's own site
→ Ben WellekPersonAssociate
factThe subject's own site
→ Brady TatarskyPersonAnalyst
factThe subject's own site
→ Brittany MartorellaPersonExecutive Assistant
factThe subject's own site
→ Kristen HoeyPersonOperating Expert, Talent
factThe subject's own site
→ Josh LabontePersonSenior Associate
factThe subject's own site
→ Chris BarrandPersonPrincipal
factThe subject's own site
→ James FearisPersonVice President
factThe subject's own site
→ Barry OsherowPersonPartner, Structured Capital
factThe subject's own site
→ Daniel SariskyPersonAnalyst
factThe subject's own site
→ Dylan StaracePersonFinance Analyst
factThe subject's own site
→ Elaine Harris-WhalenPersonVice President of Human Resources
factThe subject's own site
→ Erica RandellPersonExecutive Assistant
factThe subject's own site
→ Fletcher OrrPersonAnalyst
factThe subject's own site
→ Gautam GuptaPersonPartner
factThe subject's own site
→ George MccullochPersonCo-Founder
factThe subject's own site
→ Grant CellarPersonAnalyst
factThe subject's own site
→ Haley JohnsonPersonPrincipal, Structured Capital
factThe subject's own site
→ Hanna YuPersonVice President
factThe subject's own site
→ Hilary KayPersonOperating Expert, Marketing
factThe subject's own site
and 30 more

Invested in (20)

→ CloudCheckrCompanyunknown
factThe subject's own site
→ ChronusCompanyunknown
factThe subject's own site
→ ClariCompanyunknown
factThe subject's own site
→ ChartedCompanyunknown
factThe subject's own site
→ CasagoCompanyunknown
factThe subject's own site
→ CarrotCompanyunknown
factThe subject's own site
→ Blue RidgeCompanyunknown
factThe subject's own site
→ Blackthorn.ioCompanyunknown
factThe subject's own site
→ Black Box IntelligenceCompanyunknown
factThe subject's own site
→ BigTime SoftwareCompanyunknown
factThe subject's own site
→ AventriCompanyunknown
factThe subject's own site
→ AppspaceCompanyunknown
factThe subject's own site
→ ActiveComplyCompanyunknown
factThe subject's own site
→ BoardEffectCompanyunknown
factThe subject's own site
→ AcornCompanyunknown
factThe subject's own site
→ AcceloCompanyunknown
factThe subject's own site
→ CivicPlusCompanyunknown
factThe subject's own site
→ CheqroomCompanyunknown
factThe subject's own site
→ ClewCompanyunknown
factThe subject's own site
→ ClubReadyCompanyunknown
factThe subject's own site

Dated events

19 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 1, 2023
Person joined
Sarah Elizabeth Trebbe-Haas joined Schedule A of Level Equity as Member
Form ADVobserved 6 days ago
Occurred
Feb 10, 2023
Person left
George William Mcculloch (Member And Partner) no longer on Schedule A of Level Equity
Form ADVobserved 6 days ago
Occurred
Sep 1, 2022
Person joined
Benjamin Waters Magleby joined Schedule A of Level Equity as Chief Compliance Officer
Form ADVobserved 6 days ago
Occurred
Feb 1, 2013
Person joined
Nathan Everett Linn joined Schedule A of Level Equity as Chief Operating Officer
Form ADVobserved 6 days ago
Occurred
Mar 30, 2012
Adviser first adv filing
Level Equity first filed Form ADV in the extract (ERA)
Form ADVobserved 6 days ago

Show 19 bookkeeping events

Occurred
Mar 31, 2026
Level Equity: Private Equity Funds on Form ADV 14 (2024 extract) -> 18 (roster 2026-09-01)
Occurred
Mar 30, 2022
Level Structured Capital II, L.P. first reported on Form ADV by Level Equity (Private Equity Fund), GAV $9,557,743
Occurred
Mar 30, 2022
Level Equity Opportunities Fund 2021, L.P. first reported on Form ADV by Level Equity (Private Equity Fund), GAV $36,612,804
Occurred
Mar 30, 2022
Level Equity Growth Partners V, L.P. first reported on Form ADV by Level Equity (Private Equity Fund), GAV $127,441,473
Occurred
Mar 25, 2021
Fund 805-9885848355 no longer reported on Form ADV by Level Equity
Occurred
Mar 27, 2020
Level Equity-Vcs Investors, LLC first reported on Form ADV by Level Equity (Private Equity Fund), GAV $17,043,327
Occurred
Mar 28, 2019
Level Equity-Imn Investors, LLC first reported on Form ADV by Level Equity (Private Equity Fund), GAV $10,265,659
Occurred
Mar 28, 2019
Level Equity-Made Investors, LLC first reported on Form ADV by Level Equity (Private Equity Fund), GAV $3,203,430
Occurred
Mar 28, 2019
Level Equity Growth Partners IV, LP first reported on Form ADV by Level Equity (Private Equity Fund), GAV $542,544,406
Occurred
Mar 28, 2019
Level Equity Opportunities Fund 2018, L.P. first reported on Form ADV by Level Equity (Private Equity Fund), GAV $208,000,105
Occurred
Mar 28, 2019
Fund 805-9874904826 no longer reported on Form ADV by Level Equity
Occurred
Mar 28, 2018
Level Structured Capital I, L.P. first reported on Form ADV by Level Equity (Other Private Fund), GAV $91,800,000
Occurred
Sep 29, 2017
Level Equity-Cloudcheckr Investors, LLC first reported on Form ADV by Level Equity (Venture Capital Fund), GAV $16,821,028
Occurred
Sep 29, 2017
Level Sc - Appspace, LLC first reported on Form ADV by Level Equity (Other Private Fund), GAV $7,000,000
Occurred
Sep 29, 2017
Level Sc - Swiftpage, LLC first reported on Form ADV by Level Equity (Other Private Fund), GAV $4,000,000
Occurred
Apr 7, 2017
Level Equity Growth Partners III, LP first reported on Form ADV by Level Equity (Venture Capital Fund), GAV $20,215,753
Occurred
Mar 30, 2016
Level Equity Opportunities Fund 2015, L.P. first reported on Form ADV by Level Equity (Venture Capital Fund), GAV $34,794,698
Occurred
Mar 31, 2014
Level Equity Growth Partners II, L.P. first reported on Form ADV by Level Equity (Venture Capital Fund)
Occurred
Mar 30, 2012
Level Equity Growth Partners I, L.P. first reported on Form ADV by Level Equity (Venture Capital Fund), GAV $34,800,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Tim Stavros
Vice President, Business Development · Revealable: 1 professional profile (firm website)
Sunny Tam
Head of Finance · Revealable: 1 professional profile (firm website)
Jake Rudolph
Vice President · Revealable: 1 professional profile (firm website)
Tom Karim
Associate · Revealable: 1 professional profile (firm website)
Aimee-Marie Holland
Executive Assistant · Revealable: 1 professional profile (firm website)
Amanda Mertes
Operating Expert, Operations and M&A · Revealable: 1 professional profile (firm website)
Charles Chen
Partner · Revealable: 1 professional profile (firm website)
Caleb Hill
Operating Partner, Finance & Operations · Revealable: 1 professional profile (firm website)
Viviana Lozito
Executive Assistant · Revealable: 1 professional profile (firm website)
Ben Levin
Co-Founder and CEO · Revealable: 1 professional profile (firm website)
Ben Magleby
General Counsel · Revealable: 1 professional profile (firm website)
Ben Wellek
Associate · Revealable: 1 professional profile (firm website)
Brady Tatarsky
Analyst · Revealable: 1 professional profile (firm website)
Brittany Martorella
Executive Assistant · Revealable: 1 professional profile (firm website)
Kristen Hoey
Operating Expert, Talent · Revealable: 1 professional profile (firm website)
Josh Labonte
Senior Associate · Revealable: 1 professional profile (firm website)
Chris Barrand
Principal · Revealable: 1 professional profile (firm website)
James Fearis
Vice President · Revealable: 1 professional profile (firm website)
Barry Osherow
Partner, Structured Capital · Revealable: 1 professional profile (firm website)
Daniel Sarisky
Analyst · Revealable: 1 professional profile (firm website)
Dylan Starace
Finance Analyst · Revealable: 1 professional profile (firm website)
Elaine Harris-Whalen
Vice President of Human Resources · Revealable: 1 professional profile (firm website)
Erica Randell
Executive Assistant · Revealable: 1 professional profile (firm website)
Fletcher Orr
Analyst · Revealable: 1 professional profile (firm website)
Gautam Gupta
Partner · Revealable: 1 professional profile (firm website)
George Mcculloch
Co-Founder · Revealable: 1 professional profile (firm website)
Grant Cellar
Analyst · Revealable: 1 professional profile (firm website)
Haley Johnson
Principal, Structured Capital · Revealable: 1 professional profile (firm website)
Hanna Yu
Vice President · Revealable: 1 professional profile (firm website)
Hilary Kay
Operating Expert, Marketing · Revealable: 1 professional profile (firm website)
Jacqueline Russo
Office Manager and Executive Assistant · Revealable: 1 professional profile (firm website)
Amy Kramer
Head of NLO Go To Market · Revealable: 1 professional profile (firm website)
Katie Christian
Operating Expert, Retention · Revealable: 1 professional profile (firm website)
Justin Li
Analyst · Revealable: 1 professional profile (firm website)
Arthur Tingas
Principal · Revealable: 1 professional profile (firm website)
Joel Breuer
Associate · Revealable: 1 professional profile (firm website)
Jennifer Flanagan
Operating Expert, Revenue Operations · Revealable: 1 professional profile (firm website)
Carson Newman
Senior Associate · Revealable: 1 professional profile (firm website)
Chris Isaac
Partner · Revealable: 1 professional profile (firm website)
Lara Prakash
Analyst · Revealable: 1 professional profile (firm website)

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:72a213a1-6ce9-4ffb-8888-1efd2645e7e7
First observed: Sep 13, 2026
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Level Equity

Private Equity

New York, NY

Level Equity provides bespoke guidance to best-in-class software pioneers and technology leaders.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:72a213a1-6ce9-4ffb-8888-1efd2645e7e7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.