DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
L•••• E•••••
Legal name L•••• E••••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Sep 29, 2017 · 18 filings
SEC status approved since Oct 31, 2017
RAUM
$6.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
52
46 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
18
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$6.5B as of Mar 31, 2026
Mar 28, 2018$1.0B then
HNW client RAUM$0 as of Mar 31, 2026
Mar 27, 2020$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20180 then
Employees (5.A)52 as of Mar 31, 2026
Mar 28, 201821 then
Private funds18 as of Mar 31, 2026
Mar 28, 20189 then
RAUM +22% over the last fiscal year+23% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $359MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $6.5B, 18 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$6.5B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 18reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $6.5B for 18 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
17 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L•••• E••••• G••••• P••••••• I•• L• | Private Equity Fund | $931M | 109 | Mar 28, 2019 |
| L•••• E••••• G••••• P••••••• V• L••• | Private Equity Fund | $447M | 149 | Mar 30, 2022 |
| L•••• E••••• G••••• P••••••• I••• L• | Private Equity Fund | $378M | 64 | Apr 7, 2017 |
| L•••• E••••• O••••••••• F••• 2•••• L••• | Private Equity Fund | $299M | 81 | Mar 28, 2019 |
| L•••• E••••• G••••• P••••••• I•• L••• | Private Equity Fund | $224M | 89 | Mar 31, 2014 |
| L•••• E••••• O••••••••• F••• 2•••• L••• | Private Equity Fund | $156M | 104 | Mar 30, 2022 |
| L•••• S••••••••• C•••••• I•• L••• | Private Equity Fund | $109M | 73 | Mar 30, 2022 |
| L•••• E••••• G••••• P••••••• I• L••• | Private Equity Fund | $61.1M | 65 | Mar 30, 2012 |
| L•••• S••••••••• C•••••• I• L••• | Private Equity Fund | $56.1M | 46 | Mar 28, 2018 |
| L•••• E••••• O••••••••• F••• 2•••• L••• | Private Equity Fund | $47.6M | 27 | Mar 30, 2016 |
| L•••• E••••••••• I••••••••• L•• | Private Equity Fund | $17.1M | 2 | Mar 28, 2019 |
| L•••• S• • S••••••••• L••no longer reported | Other Private Fund | $4.0M | 6 | Sep 29, 2017 |
| L•••• E••••••••• I••••••••• L•• | Private Equity Fund | $1.9M | 9 | Mar 27, 2020 |
| L•••• E••••••••• I••••••••• L••no longer reported | Venture Capital Fund | $1.4M | 9 | Sep 29, 2017 |
| L•••• E••••••••• I••••••••• L•• | Private Equity Fund | $1.3M | 9 | Sep 29, 2017 |
| L•••• E••••••••• I••••••••• L•• | Private Equity Fund | $21,048 | 2 | Mar 28, 2019 |
| L•••• S• • A•••••••• L••no longer reported | Private Equity Fund | $0 | 7 | Sep 29, 2017 |
Owners and control persons
Schedule A and B, latest filing
- L••••• B•••••••• S•••• · Member And Ceocontrolsince 05/2009 · owns 75% or more
- L•••• N•••••• E•••••• · Chief Operating Officercontrolsince 02/2013 · owns less than 5%
- M••••••• B•••••••• W••••• · Chief Compliance Officercontrolsince 09/2022 · owns less than 5%
- T••••••••• S••••• E•••••••• · Membercontrolsince 09/2023 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Greenwich, CT4 employees
What changed
consecutive filings, newest first
- Accounts · 17 to 18Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 44 to 46Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 17 to 18Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $5.3B to $6.5BMar 31, 2025 to Mar 31, 2026
- Employees · 50 to 52Mar 31, 2025 to Mar 31, 2026
- Private funds · 17 to 18Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $5.3B to $6.5BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $5.3B to $6.5BMar 31, 2025 to Mar 31, 2026
- RAUM · $5.3B to $6.5BMar 31, 2025 to Mar 31, 2026
- Accounts · 14 to 17Mar 28, 2024 to Mar 31, 2025
- Advisory employees · 39 to 44Mar 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 14 to 17Mar 28, 2024 to Mar 31, 2025
- Assets in custody · $3.5B to $5.3BMar 28, 2024 to Mar 31, 2025
- Employees · 44 to 50Mar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Private funds · 14 to 17Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.5B to $5.3BMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $3.5B to $5.3BMar 28, 2024 to Mar 31, 2025
- RAUM · $3.5B to $5.3BMar 28, 2024 to Mar 31, 2025
- Advisory employees · 40 to 39Oct 24, 2023 to Mar 28, 2024
- Assets in custody · $3.5B to $3.5BOct 24, 2023 to Mar 28, 2024
- Other offices · 2 to 1Oct 24, 2023 to Mar 28, 2024
- Discretionary RAUM · $3.5B to $3.5BOct 24, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $3.5B to $3.5BOct 24, 2023 to Mar 28, 2024
- RAUM · $3.5B to $3.5BOct 24, 2023 to Mar 28, 2024
- Advisory employees · 33 to 40Feb 10, 2023 to Mar 31, 2023
- Assets in custody · $4.1B to $3.5BFeb 10, 2023 to Mar 31, 2023
- Employees · 38 to 44Feb 10, 2023 to Mar 31, 2023
- Discretionary RAUM · $4.1B to $3.5BFeb 10, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $4.1B to $3.5BFeb 10, 2023 to Mar 31, 2023
- RAUM · $4.1B to $3.5BFeb 10, 2023 to Mar 31, 2023
- Accounts · 11 to 14Nov 1, 2021 to Mar 30, 2022
- Advisory employees · 31 to 33Nov 1, 2021 to Mar 30, 2022
- Pooled vehicle clients · 11 to 14Nov 1, 2021 to Mar 30, 2022
- Assets in custody · $2.0B to $4.1BNov 1, 2021 to Mar 30, 2022
- Employees · 35 to 38Nov 1, 2021 to Mar 30, 2022
- Other offices · 1 to 2Nov 1, 2021 to Mar 30, 2022
- Private funds · 11 to 14Nov 1, 2021 to Mar 30, 2022
- Discretionary RAUM · $2.0B to $4.1BNov 1, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $2.0B to $4.1BNov 1, 2021 to Mar 30, 2022
Signals
7 dated events
- L•••• E••••• reported RAUM $5.3B, up 52% from $3.5B (2024-03-28 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Elizabeth Sarah Trebbe-Haas (Member) appeared on Schedule A of L•••• E•••••Oct 18, 2023 · Control person joined · fact
- William George Mcculloch (Member And Partner) no longer on Schedule A of L•••• E••••• (listed 2022-09-29, absent 2023-02-10)Feb 10, 2023 · Control person left · inference
- Waters Benjamin Magleby (Chief Compliance Officer) appeared on Schedule A of L•••• E•••••Sep 15, 2022 · Control person joined · fact
- L•••• E••••• reported RAUM $4.1B, up 102% from $2.0B (2021-11-01 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- L•••• E••••• reported RAUM $1.8B, up 73% from $1.0B (2018-03-28 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- L•••• E••••• filed its initial SEC registration (Form ADV)Sep 29, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- L•••• E••••• · Independent Sponsorsshared crd · capital_provider
- L•••• E••••• · Private Equityshared crd · organization
- L•••• E••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/level-equityreportedpublic record, Form ADV, Sep 18, 2026
- Website
- L••••EQUITY.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-660-2470reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026