Updated:
Levy Heritage
Levy Heritage was founded in 2006 by David Levy and Meir Levy. David Levy previously served as CEO and Vice Chairman of HSBC Private Bank Luxembourg.
Levy Heritage
Levy Heritage was founded in 2006 by David Levy and Meir Levy. David Levy previously served as CEO and Vice Chairman of HSBC Private Bank Luxembourg. Meir Levy held positions as VP of M&A at Deutsche Bank and VP of Principal Investments at Republic National Bank of New York. The wealth under management originates from the founders' careers in international private banking and investment banking. The firm deploys capital through direct co-investments, SPVs, fund-of-funds commitments, hedge funds, private equity, private credit, real estate, infrastructure and natural resources. Confirmed investment types include startups and secondaries. Geographic coverage spans Europe, North America, South America and the Middle East. Jason Meister, Director of Liquidity, oversees portfolio construction and liquidity strategies after prior work at Pagaya. The office network supports access to institutions across these regions. Team size remains undisclosed. Additional offices operate in Jerusalem and Zug through Levy Heritage AG. The firm participates in the IPM Summit for institutional real estate and investment networking. No operational events from the last 24 months appear in available records. The multi-family office structure separates client mandates from the founders' personal holdings while maintaining a single point of consolidated reporting and fiduciary oversight. This setup allows aligned allocation decisions across generations without external fund marketing requirements.
General information
Firm type
Multi Family Office
Year founded
2006
Location
Region
Asia
Country
Israel
City
Tel Aviv
Corporate office
Tel Aviv, Israel
Additional offices
Jerusalem, Israel · Zug, Switzerland
Principals
David Levy
Founder
Meir Levy
Founder
Jason Meister
Director of Liquidity
Sector focus
Frequently asked questions
Who runs investment decisions at Levy Heritage?
David Levy and Meir Levy set overall direction as founders. Jason Meister manages liquidity and portfolio execution as Director of Liquidity.
How does Levy Heritage source proprietary deal flow?
The firm relies on relationships built during the founders' careers at HSBC, Deutsche Bank and Republic National Bank. It also uses participation in events such as the IPM Summit.
Is Levy Heritage structured as a single family office or does it operate more like a venture firm?
It functions as a multi-family office. The firm accepts mandates from multiple ultra-high-net-worth families while executing direct co-investments and fund commitments.
Does Levy Heritage participate in fund commitments or only direct deals?
Both. Confirmed activity includes fund-of-funds commitments alongside direct co-investments and SPVs.
What investment stages does Levy Heritage typically target?
The firm covers startups through mature private equity and real asset transactions. No single stage concentration is stated.
Where does the underlying wealth come from?
Wealth originates from the Levy family's decades of senior roles in international private banking and investment banking.
What is Levy Heritage's known posture on co-investments alongside external GPs?
The firm executes direct co-investments and SPVs in addition to fund commitments, indicating willingness to invest alongside external managers.
Profile maintained by Altss 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 family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: