RIA · CRD 153779SEC-Registered

Updated:

Blom Levy & Co.

BLOM LEVY & CO., LLC is an SEC-registered investment adviser with $5 million in regulatory assets under management. The firm has 1 employee and 1 investment...

Blom Levy & Co.

BLOM LEVY & CO., LLC is an SEC-registered investment adviser with $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Blom Levy & Co.?

No principal names or titles have been publicly disclosed. The investment team, if one exists, is not visible in public records. Institutional allocators seeking this information would need to contact the firm directly.

Is Blom Levy & Co. structured as a single family office or a multi-family office?

The firm's legal name includes LLC, suggesting a corporate structure, but its exact type — single vs. multi-family office — is not documented in public sources. The absence of a known founding family branch leaves this ambiguity unresolved.

What investment strategy does Blom Levy & Co. pursue?

No asset-class mix, sector focus, or stage preference has been publicly reported. The firm does not disclose direct investments, fund commitments, or co-investment activity. Its strategy remains opaque.

Where does the underlying wealth come from?

The origin of wealth managed by Blom Levy & Co. has not been disclosed. It may stem from a single family's business or entrepreneurial success, but no public records specify the source.

Does Blom Levy & Co. participate in fund commitments or only direct deals?

The firm's investment vehicle preferences are not publicly known. No records indicate whether it makes fund commitments, direct investments, or both.

Is Blom Levy & Co. related to any known family or corporate entity?

The name 'Blom Levy' may suggest a connection to individuals with those surnames, but no publicly available information confirms a link to any specific family, fortune, or corporate structure. The firm appears independent in public records.

How can allocators learn more about Blom Levy & Co.?

Given the firm's limited public footprint, direct outreach is required. No website, LinkedIn page, or publicly listed contact information is available in general-use records. Allocators should verify the firm's status through regulatory filings or professional networks.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles