JW LEVIN MANAGEMENT PARTNERS LLC
Adviser information for JW LEVIN MANAGEMENT PARTNERS LLC last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-117671 |
|---|---|
| SEC ERA File Number | 802-117671 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 284798 |
| Legal Entity Identifier | None |
Principal Office
7 HICKORY PINE COURTPURCHASE
NY
United States
Monday - Friday, 9:00 AM 5:00 PM
Tel: 212-605-7666, Fax: None
Websites
Chief Compliance Officer
STEVEN ISKO
MANAGING MEMBER
7 HICKORY PINE COURT
PURCHASE
NY
United States
Tel:
212-605-7663
S****@********M
(Full email address available in API data)
Industry Affiliates
| JW LEVIN INVESTMENTS LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| JWL ACQUISITION PARTNERS I, L.P. | Private Equity Fund | $14.2M | $0.0M | 1 |
| JWL ACQUISITION PARTNERS II, L.P. | Private Equity Fund | $26.2M | $0.0M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LEVIN, JERRY, WAYNE | Individual | – | SENIOR MANAGING MEMBER | 10/2015 | < 5% |
| SADOVE, STEPHEN, IRVING | Individual | – | MANAGING MEMBER | 10/2015 | < 5% |
| ISKO, STEVEN, RICHARD | Individual | – | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | 10/2015 | < 5% |
| POPSON, MICHAEL, ANDREW | Individual | – | MANAGING MEMBER | 10/2015 | < 5% |
| CASCADE INVESTMENTS, L.L.C. | Domestic Entity | – | CAPITAL MEMBER | 10/2015 | 25-50% |
| A. DANIEL JESSELSON 04/08/1971 TRUST | Domestic Entity | – | CAPITAL MEMBER | 10/2015 | 10-25% |
| STRAUSS, CLAIRE, LANG | Individual | – | TRUSTEE - A. DANIEL JESSELSON 04/08/1971 TRUST | 09/2006 | 10-25% |
| KI UNLIMITED | Foreign Entity | CARLYLE KFT | OWNER | 03/2014 | > 75% |
| KI CORPORATION LIMITED | Foreign Entity | KI UNLIMITED | OWNER | 01/2014 | > 75% |
| EURONA II FOUNDATION | Foreign Entity | KI CORPORATION LIMITED | OWNER | 11/2010 | > 75% |
| GATES, WILLIAM, HENRY | Individual | CASCADE INVESTMENTS, L.L.C. | MEMBER | 04/1995 | > 75% |
| STRAUSS, CLAIRE, LANG | Individual | A. DANIEL JESSELSON 04/08/1971 TRUST | TRUSTEE | 09/2006 | |
| JAYS FOUR LLC | Domestic Entity | – | CAPITAL MEMBER | 12/2017 | 10-25% |
| SAMUEL JESSELSON 3/27/84 TRUST | Domestic Entity | JAYS FOUR LLC | MEMBER | 05/2003 | 25-50% |
| RONI JESSELSON 6/3/86 TRUST | Domestic Entity | JAYS FOUR LLC | MEMBER | 05/2003 | 25-50% |
| JONATHAN JESSELSON 6/1/87 TRUST | Domestic Entity | JAYS FOUR LLC | MEMBER | 05/2003 | 25-50% |
| MAYA JESSELSON 6/30/93 TRUST | Domestic Entity | JAYS FOUR LLC | MEMBER | 05/2003 | 25-50% |
| JESSELSON, MICHAEL, GERSHON | Individual | JAYS FOUR LLC | MANAGER | 05/2003 | |
| JESSELSON, MICHAEL, GERSHON | Individual | SAMUEL JESSELSON 3/27/84 TRUST | TRUSTEE | 03/1984 | |
| JESSELSON, LINDA | Individual | SAMUEL JESSELSON 3/27/84 TRUST | TRUSTEE | 03/1984 | |
| JESSELSON, MICHAEL, GERSHON | Individual | RONI JESSELSON 6/3/86 TRUST | TRUSTEE | 06/1986 | |
| JESSELSON, LINDA | Individual | RONI JESSELSON 6/3/86 TRUST | TRUSTEE | 06/1986 | |
| JESSELSON, MICHAEL, GERSHON | Individual | JONATHAN JESSELSON 6/1/87 TRUST | TRUSTEE | 06/1987 | |
| JESSELSON, LINDA | Individual | JONATHAN JESSELSON 6/1/87 TRUST | TRUSTEE | 06/1987 | |
| JESSELSON, MICHAEL, GERSHON | Individual | MAYA JESSELSON 6/30/93 TRUST | TRUSTEE | 06/1993 | |
| JESSELSON, LINDA | Individual | MAYA JESSELSON 6/30/93 TRUST | TRUSTEE | 06/1993 | |
| CARLYLE USA LLC | Domestic Entity | – | CAPITAL MEMBER | 12/2022 | 10-25% |
| CARLYLE KFT | Domestic Entity | CARLYLE USA LLC | OWNER | 12/2022 | > 75% |