Level Equity key facts
- Level Equity is a growth equity firm based in New York, New York with 21 tracked portfolio companies.
- Notable positions include Stack (Cincinnati), WorkStep, Pursuit Technology Australia.
- Level Equity has 11 funds on record, raising $385.0M across the 3 that report a size.
- The team roster lists 36 people.
About Level Equity
Founded in 2009
Level Equity portfolio at a glance
21 portfolio companies are on record for Level Equity, including Stack (Cincinnati), WorkStep and Pursuit Technology Australia.
7 of the 21 carry a recorded valuation.
Level Equity funds
11 funds are on record for Level Equity, totalling $385 million across the 3 that report a size. The most recent is Level Structured Capital III (2025 vintage).
Level Equity team
36 people are on record at Level Equity: 9 associates, 8 principals, 6 partners, 6 analysts and 7 others. Senior names include Barry Osherow (Partner), Charles Chen (Partner) and Gautam Gupta (Partner). 36 of them have a verified direct contact on file.
Is this your firm? Sign in with your work email to keep it current, or tell us what's wrong.
Level Equity at the SEC
Form ADV · 2026-03 · CRD 160016- Regulatory AUM
- —
- Private fund assets
- $6.5B
- Private funds
- 18 · 18 private equity
- Staff
- 52
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as LEVEL EQUITY MANAGEMENT, LLC).
- ·The top 10 names in the book — of 21 recorded positions
- ·Watchlist + alerts for Level Equity's activity
Portfolio
21 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Stack (Cincinnati) | — | ▮ | ▮ | ▮ |
| WorkStep | — | ▮ | ▮ | ▮ |
| Pursuit Technology Australia | — | ▮ | ▮ | ▮ |
+ 18 more companies · all 21, priced and dated or a free account shows the top 10 names — no card Membership and data by Private Market View | ||||
Funds
6 of 11 recorded- Level Structured Capital III2025$294
- Level Equity Growth Partners VI, L.P.2024—
- Level Equity Opportunities Fund 2025, L.P.2024—
- Level Equity Opportunities Fund 2021, L.P.2021—
- Level Equity Growth Partners V, L.P.2021—
- Level Equity Opportunities Fund 2018, L.P.2018—
$385.0M raised across the 3 funds that report a size
All 11 funds →Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked about Level Equity
- What companies does Level Equity invest in?
- Level Equity has 21 recorded portfolio companies, including Stack (Cincinnati), WorkStep, Pursuit Technology Australia.