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Levatus LLC

● SEC registered since 2023CRD 287811SEC# 801-128064Boston, MA
Export (members)
Reg. AUM
$151.8M
Employees
4
Accounts
204
Location
Boston, MA

Levatus LLC assets under management

Levatus LLC is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 2023. It reports $151.8 million in regulatory assets under management and employs 4 people.

Levatus LLC owners & executives

3 reported
NameTitleOwnershipSince
Susan Elizabeth Dahl ControlManaging Member And Chief Compliance OfficerUnder 5%2017
The Nexus Group, LLC ControlHolding CompanyOver 75%2017
Susan Elizabeth Dahl ControlManaging MemberOver 75%2017

Frequently asked questions

How much does Levatus LLC manage?

Levatus LLC reports $151.8 million in regulatory assets under management on its Form ADV.

How many employees does Levatus LLC have?

Levatus LLC reports 4 employees.

Where is Levatus LLC located?

Levatus LLC is based in Boston, MA and has been SEC-registered since 2023.

Does Levatus LLC disclose fund performance?

Levatus LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address115 Newbury Street, Suite 503, Boston, MA 02116
Phone(617) 505-4710
Office hours9:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$126.3M
Non-discretionary$25.5M
Total (RAUM)$151.8M