Single Family OfficeRIA · CRD 167584SEC-Registered

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David Alan Levine

David Alan Levine is a single family office; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...

David Alan Levine

LEVINE, DAVID ALAN is an SEC-registered investment adviser in SARASOTA, FL, registered since 2013. It has one employee.

General information

Firm type

Single Family Office

Principals

David Alan Levine

Principal

Frequently asked questions

Who runs investment decisions at David Alan Levine?

David Alan Levine is the sole named principal and likely controls all investment decisions. No other professionals or advisors are publicly attributed to the firm.

Where does the underlying wealth come from?

David Alan Levine amassed wealth through his career as a real estate developer and founding partner of the law firm Levine & Blit in New York City. He later shifted focus to private investments.

Is the firm structured as a single family office?

Based on public records, the firm operates as a single-family office for David Alan Levine. There is no indication of multi-family or institutional client capital.

What investment stages does the firm target?

The firm's investment strategy is not publicly detailed, but given its low-profile nature, it likely targets a mix of hedge funds, private equity, real estate, and public equities for wealth preservation.

Does the firm participate in direct deals or only fund commitments?

Its specific allocation approach—whether through direct investments or fund-only—is not publicly disclosed.

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.

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