Charles Levy
Investment adviser representative at Gilder Gagnon Howe & Co. LLC
15 yearsExperience
1 stateRegistered in
$12.1BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Gilder Gagnon Howe & Co. LLCApr 2021 to now
- 12 West Capital ManagementApr 2011 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Gilder Gagnon Howe & Co. LLC
$12.1BAssets managed
5,749Clients
32Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5138037
- Firm CRD
- 2002