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Alan Lev

Investment adviser representative at Equilibrium Ventures, LLC
37 yearsExperience
1 stateRegistered in
$134.2MFirm assets
3 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 assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

37 years in the industry.

  1. Equilibrium Ventures, LLCMay 2020 to now
  2. Belgravia Group, LtdJun 1989 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (TX).

Equilibrium Ventures, LLC

$134.2MAssets managed
8Clients
2Advisers
3 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
7262648
Firm CRD
309164
Advisor's SEC record (opens in a new tab)
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