# Level 5 Capital Partners, LLC

> Level 5 Capital Partners, LLC is an SEC-registered investment advisory firm in Sandy Springs, GA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 304140
- Filed as: LEVEL 5 CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sandy Springs, GA
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304140
- AdvisorCensus page: https://advisorcensus.com/firm/level-5-capital-partners-llc-sandy-springs-ga-304140

## Quick answers

**How is Level 5 Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Level 5 Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Level 5 Capital Partners, LLC located?**
Level 5 Capital Partners, LLC's principal office is in Sandy Springs, GA, according to its Form ADV.

**Is Level 5 Capital Partners, LLC registered with the SEC or a state?**
Level 5 Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 304140.

**How much does Level 5 Capital Partners, LLC manage?**
Level 5 Capital Partners, LLC reports $327,192,200 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**How have Level 5 Capital Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Level 5 Capital Partners, LLC: Regulatory assets under management: $278,000,000 in the October 2022 data and $327,192,200 in the October 2026 data, up 18%. Total employees: 102 in October 2022 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Level 5 Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (25).

**Does Level 5 Capital Partners, LLC 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/304140

**What changed in Level 5 Capital Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 5. Regulatory assets under management went from $404,850,000 to $327,192,200 (-19%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $327,192,200
- Discretionary: $327,192,200
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 25 | $327,192,200 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 11 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lfivecapital.com
- LinkedIn @level-5-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | September 24, 2021 |
| October 2022 | $278,000,000 | 102 | July 1, 2022 |
| October 2023 | $370,000,000 | 75 | May 1, 2023 |
| October 2024 | $427,269,000 | 27 | June 14, 2024 |
| October 2025 | $404,850,000 | 19 | May 8, 2025 |
| October 2026 | $327,192,200 | 11 | October 1, 2026 |

Regulatory assets under management: $278,000,000 in the October 2022 data and $327,192,200 in the October 2026 data, up 18%.
Total employees: 102 in October 2022 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 5.
- Regulatory assets under management went from $404,850,000 to $327,192,200 (-19%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Level 5 Capital Partners, LLC (CRD 304140): Form ADV filing data as of October 2026.