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Levin Funding Group LLC

● SEC registered since 2022CRD 170087SEC# 801-125714Tucson, AZ
Export (members)
Reg. AUM
$168.2M
Employees
3
Accounts
157
Location
Tucson, AZ

Levin Funding Group LLC assets under management

Levin Funding Group LLC is a registered investment adviser overseen by the SEC based in Tucson, AZ. The firm has been registered since 2022. It reports $168.2 million in regulatory assets under management and employs 3 people.

Levin Funding Group LLC owners & executives

5 reported
NameTitleOwnershipSince
John and Kimberly Levin Exempt Trust C/U/A/D 12/14/2017 ControlOwnerOver 75%2013
John David Levin ControlManaging MemberUnder 5%2013
Kimberlee Seon Levin ControlChief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Levin Funding Group LLC manage?

Levin Funding Group LLC reports $168.2 million in regulatory assets under management on its Form ADV.

How many employees does Levin Funding Group LLC have?

Levin Funding Group LLC reports 3 employees.

Where is Levin Funding Group LLC located?

Levin Funding Group LLC is based in Tucson, AZ and has been SEC-registered since 2022.

Does Levin Funding Group LLC disclose fund performance?

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

Contact & registration

Address2200 East River Road, Suite 104, Tucson, AZ 85718
Phone520-751-2000
Fax520-749-8387
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$168.2M
Non-discretionary$0
Total (RAUM)$168.2M