Carl Levi

We are a family-owned office working to create and manage our wealth. We facilitate co-investing in sound private equity opportunities. Value-Driven Results Our Company is built on a foundation of integrity and transparency, and we thrive in a culture of communication and delivery of measurable results. We continually strive to make a difference through our actions, as we demonstrate our values consistently through our everyday behaviors. Our Purpose Make a Difference. Our Values Integrity Do the right thing, even if no one is watching. Passion The greatest person you can challenge and outperform is yourself. Excellence Do ordinary things extraordinarily well. Teamwork There are no limits to what can be achieved when we work together. Service Be easy to do business with.