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Level One Global Advisors, LLC

● SEC registered since 2023CRD 316294SEC# 801-128568Miami, FL
Export (members)
Ranks #5,107 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$201.5M
Fund GAV
$201.5M
Private funds
2
Employees
5
Accounts
2
Location
Miami, FL

Level One Global Advisors, LLC assets under management

Level One Global Advisors, LLC operates as an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2023. It reports $201.5 million in regulatory assets under management and employs 5 people. Level One Global Advisors, LLC manages 2 private funds with combined gross assets of $201.5 million, including Level One O'Mega Fund I, LP. By regulatory assets, it ranks 5,107 of 6,004 private fund managers.

Level One Global Advisors, LLC private funds

2 funds · $201.5M GAV
FundTypeGross assetsMin.
Level One O'Mega Fund I, LPVenture Capital$102.1M$100K
Level One Global Fund I, L.P.Venture Capital$99.5M$100K

Level One Global Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Daniel Buchanan DwyerCcoUnder 5%2025
James Taneian Stewart ControlManaging MemberOver 75%2019

Frequently asked questions

How much does Level One Global Advisors, LLC manage?

Level One Global Advisors, LLC reports $201.5 million in regulatory assets under management on its Form ADV.

How many private funds does Level One Global Advisors, LLC manage?

Level One Global Advisors, LLC manages 2 private funds with combined gross assets of $201.5 million.

How many employees does Level One Global Advisors, LLC have?

Level One Global Advisors, LLC reports 5 employees.

Where is Level One Global Advisors, LLC located?

Level One Global Advisors, LLC is based in Miami, FL and has been SEC-registered since 2023.

Does Level One Global Advisors, LLC disclose fund performance?

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

Contact & registration

Address66 West Flagler Street, Suite 900 - #9544, Miami, FL 33130
Phone786-796-7095
Office hours9 a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$201.5M▲ 8%
Mar '25 — $187.5MApr '25 — $187.5MMay '25 — $187.5MJun '25 — $187.5MJul '25 — $187.5MAug '25 — $179.9MSep '25 — $180MOct '25 — $180MNov '25 — $180MDec '25 — $180MJan '26 — $180MFeb '26 — $180MMar '26 — $201.5MApr '26 — $201.5MMay '26 — $201.5MJun '26 — $201.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
AUM vs fund managersTop 85%
Larger than 15% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$201.5Mregulatory AUM
Discretionary $201.5M

Service providers