Level Four Capital Management
● SEC registered since 2019CRD 304792SEC# 801-117681Dallas, TX
Reg. AUM
$1.38B
Employees
9
Accounts
3,533
Location
Dallas, TX
Level Four Capital Management assets under management
Level Four Capital Management is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2019. It reports $1.4 billion in regulatory assets under management and employs 9 people.
Level Four Capital Management owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edmon Jacob Tomes Control | President/Ceo | Under 5% | 2019 |
| Jill Marie Zacha Control | Chief Compliance Officer, Corporate Counsel | Under 5% | 2019 |
| Level Four Group, LLC Control | Member | Over 75% | 2019 |
| Carr, Riggs & Ingram Capital, LLC Control | Member | Over 75% | 2014 |
| Ccp Feeder I-Cri, LLC Control | Limited Partner | 25-50% | 2024 |
| Ccp V Aiv I Holdings - Cri, L.P. Control | Member | Over 75% | 2024 |
| Ccp V Aiv I, L.P. Control | Limited Partner | Over 75% | 2024 |
| Ccp V Cri Aggregator L.P. Control | Member | 25-50% | 2024 |
| Cri Advisors, LLC Control | Member | Over 75% | 2024 |
| Cri Group, LLC Control | Member | Over 75% | 2024 |
Frequently asked questions
How much does Level Four Capital Management manage?
Level Four Capital Management reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Level Four Capital Management have?
Level Four Capital Management reports 9 employees.
Where is Level Four Capital Management located?
Level Four Capital Management is based in Dallas, TX and has been SEC-registered since 2019.
Does Level Four Capital Management disclose fund performance?
Level Four Capital Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12400 Coit Road, Suite 700, Dallas, TX 75251 |
| Phone | 866-834-1040 |
| Office hours | 8 a.m.-5 p.m. Cst |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.38B▲ 12%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,306 advisers
EmployeesTop 43%
More than 57% of 16,824 advisers
Assets under management
$1.38Bregulatory AUM
Discretionary $1.38B