# Project Level Management Company, LLC

> Project Level Management Company, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 10, 2026.

- CRD: 335704
- Filed as: PROJECT LEVEL MANAGEMENT COMPANY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335704
- AdvisorCensus page: https://advisorcensus.com/firm/project-level-management-company-llc-chicago-il-335704

## Quick answers

**How is Project Level Management Company, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Project Level Management Company, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Project Level Management Company, LLC located?**
Project Level Management Company, LLC's principal office is in Chicago, IL, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Project Level Management Company, LLC registered with the SEC or a state?**
Project Level Management Company, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335704.

**How much does Project Level Management Company, LLC manage?**
Project Level Management Company, LLC reports $293,815,153 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (100% discretionary).

**How have Project Level Management Company, LLC's assets and staff changed since 2025?**
In the Form ADV data for Project Level Management Company, LLC: Regulatory assets under management: $0 in the October 2025 data and $293,815,153 in the October 2026 data. Total employees: 6 in October 2025 and 50 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Project Level Management Company, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Project Level Management Company, 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/335704

**What changed in Project Level Management Company, LLC's recent Form ADV filings?**
In the September 2026 filing data: 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: $293,815,153
- Discretionary: $293,815,153
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $293,815,153 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 50 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- New York, NY
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- projectlevel.com
- Instagram @arielprojectlevel
- LinkedIn @ariel-prjct-level
- X @ArielPrjctLevel

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 6 | April 22, 2025 |
| October 2026 | $293,815,153 | 50 | August 10, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $293,815,153 in the October 2026 data.
Total employees: 6 in October 2025 and 50 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Employees performing advisory functions went from 7 to 8.
- Regulatory assets under management went from $0 to $293,815,153.

### April 2026
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 5 to 7.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Project Level Management Company, LLC (CRD 335704): Form ADV filing data as of October 2026.