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Adviser Profile

As of Date 05/01/2024
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 4
Registration SEC, Approved, 3/25/2020
AUM* 225,495,361 -17.99%
of that, discretionary 218,594,468 -13.79%
Private Fund GAV* 218,594,468 -13.79%
Avg Account Size 45,099,072 -17.99%
SMA’s Yes
Private Funds 2
Contact Info 646 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
254M 217M 181M 145M 109M 72M 36M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$218,594,468

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Brochure Summary

Overview

Livello Capital Management LP (hereinafter “Livello”, “we”, “us”, “our”, “Manager”, or the “Firm”) is organized as a Delaware limited partnership with a principal place of business New York, New York. Livello will provide discretionary investment management services to qualified investors through its private funds: Livello Capital Special Opportunities Master Fund LP, Livello Capital Special Opportunities Fund LP, Livello Capital Special Opportunities Fund Ltd. and LCM SPV I LP. We serve as the investment adviser, with discretionary and non-discretionary trading authority, to private, pooled investment vehicles, the securities of which are offered through a private placement memorandum to accredited investors, as defined under the Securities Act of 1933, as amended, and qualified purchasers, as defined under the Investment Company Act of 1940, as amended. We do not tailor our advisory services to the individual needs of any particular investor. Livello manages the following private, pooled investment vehicles on a discretionary basis:
• Livello Capital Special Opportunities Master Fund LP, a Cayman Islands exempted limited partnership (the “Master Fund”);
Livello Capital Special Opportunities Fund LP, a Delaware limited partnership (the “Onshore Fund”);
• Livello Capital Special Opportunities Fund Ltd., a Cayman Islands vehicle (the “Offshore Fund”); and
• LCM SPV I LP, (the “Special Purpose Vehicle” or “SPV”). The Master Fund, the Onshore Fund, the Offshore Fund and the SPV are herein each referred to as a “Fund” or “Client”, and collectively referred to as the “Funds” or the “Clients”. Livello also provides investment advisory services on a non-discretionary basis to separately managed accounts (the “SMAs”), and collectively with the Funds, the “Clients”. The Onshore Fund’s “Limited Partners” are hereafter collectively referred to as the “Investors” where appropriate. Our investment decisions and advice with respect to the Funds are subject to each Fund’s investment objectives and guidelines, as set forth in its respective “Offering Documents.” We do not currently participate in any Wrap Fee Programs. The Firm has a total of $225,495,361 regulatory assets under management. Of that total, $218,594,468 is managed on a discretionary basis and $6,900,893 is managed on a non- discretionary basis.