Benjamin LevisonCRD Number: 6437663
Current Firm: Makena Capital Management, LLC
Benjamin Levison (CRD# 6437663) is an Investment Advisor Representative working at Makena Capital Management, LLC in Menlo Park, CA and has over 3 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Parker Investment Management, LLC
Three Bell Capital LLC
|Makena Capital Management, LLC||Menlo Park, CA||Aug 2014 - Current||3|
|University Of Southern California||Los Angeles, CA||Aug 2011 - May 2014||2|
|Makena Capital Management, LLC||Menlo Park, CA||Jun 2013 - Aug 2013||< 1|
|Bpm Advisors, Inc.||San Jose, CA||Jun 2012 - Sep 2012||< 1|
|Sacred Heart Preparatory||Atherton, CA||Aug 2006 - May 2012||5|
|Lending Club||San Francisco, CA||May 2011 - Aug 2011||< 1|
|Villanova University||Villanova, PA||Aug 2010 - May 2011||< 1|
|Panasas||Fremont, CA||Jun 2009 - Sep 2009||< 1|
|Vitamin D, Inc.||Menlo Park, CA||Jun 2008 - Nov 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management18,655MILLIONS
Total Number of Accounts53ACCOUNTS
Average Account Value$351,990,255
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
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