United States · 
What does Level Equity invest in?
Level Equity invests most often at Series B and Series A (71% of the rounds on record), in sectors such as Subscription, SaaS and Collaboration Tools.
Level Equity highlights
- 01
25 rounds on record
- 02
Mostly Series B and Series A: 71% of its rounds
- 03
Sole investor in 13 rounds, median $12M
What they do
Level Equity is a leading middle market growth capital firm.From their own website
- Type
- Private equity (from a list, unverified)
- Cheque size
- $5K – $80K as they say
- Stages
- SeedSeries ASeries BGrowth
- Sectors
- SubscriptionSaaSCollaboration Tools
- Based in
- New York, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first25 appearances
- 2019
6 rounds
- Oct
- Aug
- Jun
- May
- May
- Feb
- 2018
5 rounds
- Oct
- Sept
- Aug
- Mar
- Jan
- 2017
3 rounds
- Jun
- Mar
- Jan
- 2016
3 rounds
- Oct
- Oct
- Sept
- 2015
1 round
- Jul
- 2014
1 round
- Jul
- 2013
1 round
- Jun
- 2012
2 rounds
- Aug
- Jan
- 2011
3 rounds
- Nov
- Aug
- Aug
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration6 named
BSBenjamin Smith LevinMember, Level Equity Partners (GP), LLC, General PartneriFiling they signed
BWBenjamin Waters MaglebyChief Compliance OfficeriForm ADV
GWGeorge W. McCullochCo-CEO, Level Equity Partners (GP), LLC, General PartneriFiling they signed
NENathan Everett LinnChief Operating OfficeriForm ADV
SESarah Elizabeth Trebbe-HaasMemberiForm ADV
SSSarah SommerMember of the GP of the GPiFiling they signed
We also hold 68 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$6.5Bassets it managesOct 2026
6+funds on filenumbered funds in its name
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Level Equity Management, LLC
- SEC number
- CRD 160016
Funds on its Form ADV
14 private funds, $2.7B in gross assets · filed Mar 2024
- Level Equity Growth Partners IV, L.P.Private equity109 investors$931M
- Level Equity Growth Partners V, L.P.Private equity149 investors$447M
- Level Equity Growth Partners III, L.P.Private equity64 investors$378M
- Level Equity Opportunities Fund 2018, L.P.Private equity81 investors$299M
- Level Equity Growth Partners II, L.P.Private equity89 investors$224M
- Level Equity Opportunities Fund 2021, L.P.Private equity104 investors$156M
- Level Structured Capital II, L.P.Private equity73 investors$109M
- Level Equity Growth Partners I, L.P.Private equity65 investors$61M
- Level Structured Capital I, L.P.Private equity46 investors$56M
- Level Equity Opportunities Fund 2015, L.P.Private equity27 investors$48M
And 4 more on the filing.