Levensohn Venture Partners LLC (San Francisco)

Name: Levensohn Venture Partners LLC
Address: One Embarcadero Center, San Francisco, CA, 94111
Telephone: 415-449-1004

Levensohn Venture Partners LLC is an adviser based in San Francisco. It manages $11.14 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.

Levensohn Venture Partners provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Levensohn Venture Partners: assets under management

The assets under management (AUM) of Levensohn Venture Partners LLC is $11.14 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.24 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Levensohn Venture Partners LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Levensohn Venture Partners LLC

Pascal Norman Levensohn has been acting as President since 1 Sep 1996. Lori Ann Thelen joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Pascal Norman Levensohn	Managing member/chief compliance officer	1 Jun 1996	75% - 100%	1171887
Pascal Norman Levensohn	President	1 Sep 1996	75% - 100%	1171887
Lori Ann Thelen	Chief compliance officer	1 Nov 2002	Other	4906981

Based in San Francisco

The principal office where Levensohn Venture Partners LLC performs its advisory services is located at One Embarcadero Center, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-449-1004 or by fax 415-520-0420. The normal business hours are 6am-4pm on Monday - Friday. You can find more information about the New York firm at www.levcap.com.