Benjamin Levison, financial advisor Menlo Park CA
88 score

Benjamin Levison

CRD 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 1 year of experience in the finance industry.

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Company Name Location Dates Years
Makena Capital Management, LLC Menlo Park, CA Aug 2014 - Current 2
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
Contact Info for Benjamin R. Levison
Phone Number: 650-926-0510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    18,959
    MILLIONS
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $364,595,719
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NJ

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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