AdvisorCensus / Financial advisors / New York / New York / Levco Capital LP
Levco Capital LP
Filed as LEVCO CAPITAL LP
Levco Capital LP is an SEC-registered investment advisory firm in New York, NY, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Levco Capital LP compensated?
On its Form ADV (Item 5.E, October 2026), Levco Capital LP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
Where is Levco Capital LP located?
Levco Capital LP's principal office is in New York, NY, according to its Form ADV.
Is Levco Capital LP registered with the SEC or a state?
Levco Capital LP is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 161117.
How much does Levco Capital LP manage?
Levco Capital LP reports $590,500,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Levco Capital LP's assets and staff changed since 2021?
In the Form ADV data for Levco Capital LP: Regulatory assets under management: $372,800,000 in the October 2021 data and $590,500,000 in the October 2026 data, up 58%. Total employees: 6 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Levco Capital LP serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (1); pooled investment vehicles (other than investment companies and business development companies) (1).
Does Levco Capital LP report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161117
Does Levco Capital LP state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Although Collaborative generally seeks minimum commitments of $250,000, Levco can waive such minimums at its discretion."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Although Collaborative generally seeks minimum commitments of $250,000, Levco can waive such minimums at its discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$590,500,000 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2016 (10 years)
- Employees
- Total: 10. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $590,500,000 | 10 | March 31, 2026 |
| October 2025 | $585,000,000 | 10 | March 28, 2025 |
| October 2024 | $550,300,000 | 10 | March 28, 2024 |
| October 2023 | $494,200,000 | 8 | March 31, 2023 |
| October 2022 | $504,400,000 | 8 | March 31, 2022 |
| October 2021 | $372,800,000 | 6 | March 31, 2021 |
Regulatory assets under management: $372,800,000 in the October 2021 data and $590,500,000 in the October 2026 data, up 58%.
Total employees: 6 in October 2021 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Levco Capital LP (CRD 161117): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/levco-capital-lp-new-york-ny-161117