Level 5 Capital Partners, LLC
SEC RegisteredBringing expertise and capital to exceptional entrepreneurs
About the firm
L5's mission is to change lives locally by providing an unbeatable combination of consumer investing and operating expertise. L5 seeks to be true partners to its portfolio companies, catapulting their visions into the next phase of growth. L5's partners have worked together operating, running and investing in consumer businesses for 20 years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Consumer investing and operating expertise, hands-on support to management teams, and capital deployment across a focused portfolio of consumer brands
Who they serve
Exceptional entrepreneurs and portfolio company management teams in consumer businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 25 | $327M |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Fund 1 and Fund 2 (during investment period) | 2.00% |
| Fund 1 and Fund 2 (after investment period, on invested capital) | 2.00% |
| L5 Big Blue Swim School Funds (No. One through Five) | 1.50% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Level 5 Capital Partners, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched