Jw Levin Management Partners LLC (New York)

Jw Levin Management Partners LLC is a mid-sized advisory firm based in New York. It manages $26.68 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016.

Jw Levin Management Partners provides portfolio management for pooled investment vehicles and showing investment ideas via right of first refusal. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jw Levin Management Partners: assets under management

The assets under management (AUM) of Jw Levin Management Partners LLC is $26.68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.34 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jw Levin Management Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jw Levin Management Partners serves?

The only and largest group of clients of Jw Levin Management Partners is pooled investment vehicles with 2 clients and $26.68 million of assets under management. Among the 6 most similar advisory firms, Jw Levin Management Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $26.68 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Jw Levin Management Partners also advises several private funds. Namely, two private equity funds.

Careers at Jw Levin Management Partners LLC

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Claire Lang Strauss	Trustee - michael g. jesselson 04/08/1971 trust	1 Sep 2000	Other	6689689
Claire Lang Strauss	Trustee - a. daniel jesselson 04/08/1971 trust	1 Sep 2006	Other	6689689
Jerry Wayne Levin	Senior managing member	1 Oct 2015	Other	6689597
Stephen Irving Sadove	Managing member	1 Oct 2015	Other	6689599
Steven Richard Isko	Managing member / chief compliance officer	1 Oct 2015	Other	6689603
Michael Andrew Popson	Managing member	1 Oct 2015	Other	1563493
Carlyle Kft	Capital member	1 Oct 2015	Other	98-0694605
L.C.C. Cascade Investments	Capital member	1 Oct 2015	25% - 50%	xxx-xx-xxxx
A. Daniel Jesselson 04/08/1971 Trust	Capital member	1 Oct 2015	Other	13-6336240
Michael G. Jesselson 04/08/1971 Trust	Capital member	1 Oct 2015	Other	13-6336241
L.L.C. Cascade Investments	Capital member	1 Oct 2015	25% - 50%	xxx-xx-xxxx
Jays Four Llc	Capital member	1 Dec 2017	Other	56-2362370

Indirect Owners

The SEC currently registers 17 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Michael Gershon Jesselson	Trustee	1 Mar 1984	Other	1030833
Linda Jesselson	Trustee	1 Mar 1984	Other	702508
Michael Gershon Jesselson	Trustee	1 Jun 1986	Other	1030833
Linda Jesselson	Trustee	1 Jun 1986	Other	702508
Michael Gershon Jesselson	Trustee	1 Jun 1987	Other	1030833
Linda Jesselson	Trustee	1 Jun 1987	Other	702508
Michael Gershon Jesselson	Trustee	1 Jun 1993	Other	1030833
Linda Jesselson	Trustee	1 Jun 1993	Other	702508
William Henry Gates	Member	1 Apr 1995	75% - 100%	4741235
Samuel Jesselson 3/27/84 Trust	Member	1 May 2003	25% - 50%	13-6835993
Roni Jesselson 6/3/86 Trust	Member	1 May 2003	25% - 50%	13-6871975
Jonathan Jesselson 6/1/87 Trust	Member	1 May 2003	25% - 50%	13-6891748
Maya Jesselson 6/30/93 Trust	Member	1 May 2003	25% - 50%	13-7017764
Michael Gershon Jesselson	Manager	1 May 2003	Other	1030833
Eurona Ii Foundation Eurona Ii Foundation	Owner	1 Nov 2010	75% - 100%	foreign
Ki Corporation Limited	Owner	1 Jan 2014	75% - 100%	98-0536474
Ki Unlimited	Owner	1 Mar 2014	75% - 100%	98-1150791

Based in New York

The principal office where Jw Levin Management Partners LLC performs its advisory services is located at 650 Fifth Avenue, New York, NY 10019, 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 (212) 605-7660 or by fax 917-477-0200. The normal business hours are 9:00 am 5:00 pm on Monday - Friday.