Levatus LLC
● SEC registered since 2023CRD 287811SEC# 801-128064Boston, MA
Reg. AUM
$173.9M
Employees
4
Accounts
235
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 $173.9 million in regulatory assets under management and employs 4 people.
Levatus LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Susan Elizabeth Dahl Control | Managing Member And Chief Compliance Officer | Under 5% | 2017 |
| The Nexus Group, LLC Control | Holding Company | Over 75% | 2017 |
| Susan Elizabeth Dahl Control | Managing Member | Over 75% | 2017 |
Frequently asked questions
How much does Levatus LLC manage?
Levatus LLC reports $173.9 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
| Address | 115 Newbury Street, Suite 503, Boston, MA 02116 |
| Phone | (617) 505-4710 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$173.9M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$173.9Mregulatory AUM
Discretionary $138.8MNon-discretionary $35.1M