Level One Fund
Level One Fund is an SEC-registered asset manager in Miami, FL with $201.5M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Level One Fund: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316294, SEC 801-128568, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $201.5M (2026-03-27)
- Firm type
- Asset Manager
- Location
- Miami, FL
- Employees
- 5
- Clients
- 2
- CRD
- 316294
- Ownership
- Stewart, James, Taneian; vandeBeek, Peter, Tyler; DWYER, DANIEL, BUCHANAN
How much AUM does Level One Fund have?
Level One Fund reported $201.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Level One Fund?
Disclosed owners and executives of Level One Fund include Stewart, James, Taneian, vandeBeek, Peter, Tyler, DWYER, DANIEL, BUCHANAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.