Levatus LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 16, 2026, reports $174M in regulatory assets under management, 4 employees, and 235 accounts.
Assets Under Management
$174M
Employees
4
Offices
--
Total Clients
46
Primary office
BOSTON, MA
115 NEWBURY STREET, SUITE 503, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.1% of total clients.
Top client categories% of clientsClients
1
HNWI
76.1%
35
2
Individuals
23.9%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$174Mas of March 16, 2026
Discretionary79.8%
$139M
80% of total RAUM79.8%
Non-discretionary20.2%
$35M
20% of total RAUM20.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$174M
Total Accounts235
10Y AUM Change+$174M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee12:1
10Y Employee Change+3 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.