Levensohn, Pascal N. is a mid-sized advisory firm based in San Francisco. It manages $27.59 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Levensohn, Pascal N provides portfolio management for pooled investment vehicles and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Levensohn, Pascal N. is $27.59 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Levensohn, Pascal N. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Levensohn, Pascal N. performs its advisory services is located at One Embarcadero Center, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-449-1004 or by fax 415-520-0420. The normal business hours are 6am-4pm on Monday - Friday. You can find more information about the New York firm at www.levp.com.