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Levy Legacy Group

Levy Legacy Group is an emerging brand dedicated to creating a lasting impact through innovation and quality. With a strong commitment to excellence, Levy Legacy Group is set to introduce a range of products and services designed to meet the evolving needs of its customers. Although specific offerings are not detailed at this stage, the brand promises to focus on delivering exceptional value and enhancing user experience. The company aims to build a loyal customer base by engaging with its community through updates and promotions. As a part of its customer-centric approach, Levy Legacy Group emphasizes the importance of communication and encourages individuals to connect and share their feedback. Additionally, the brand is dedicated to analyzing visitor data to continuously improve its website experience. With a focus on legacy and innovation, Levy Legacy Group is poised to make a meaningful contribution to the market and create lasting relationships with its audience. Stay tuned for more information as they prepare for their official launch.

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This private investment fund company operates in the finance industry, focusing on long-term, compounding returns through strategic investments. The organization is committed to high return on invested capital, transparency, and mission-aligned capital deployment, with a diverse pipeline backed by seasoned investors.

**Overview**

The organization is an evergreen private investment fund targeting long-term, compounding returns through GP-led and LP real estate investments, structured equity, and strategic allocations. Modeled after Buffett’s early partnerships, the fund prioritizes high ROIC, transparency, and mission-aligned capital deployment. The Fund is launching with an initial target of $20 million, backed by a trusted LP base and an internal pipeline exceeding $500 million.

**Responsibilities**

*   **Fund Setup & Infrastructure**
*   Lead selection and implementation of the fund administration stack (valuation, audit, tax, capital calls, LP portal, etc.)
*   Develop NAV valuation policy and manage the annual mark-to-market process
*   Coordinate with legal on PPM, operating agreements, and governance documents
*   Ensure fund compliance with SEC, tax, and regulatory requirements
*   **Financial Operations**
*   Oversee fund accounting, capital calls, redemptions, waterfalls, and performance reporting
*   Manage cash flow and liquidity (e.g., float strategy via treasuries/securities)
*   Oversee audit and tax preparation with third-party CPA/auditor
*   **Capital Allocation & Deal Evaluation**
*   Partner with GP on investment filter development and approval workflows
*   Maintain fair-value calculations for internal GP deals to ensure transparency and neutrality
*   Support enhanced ROI tracking across deals
*   **Investor Relations & Reporting**
*   Coordinate investor communications, quarterly reports, and capital statements
*   Oversee LP onboarding, subscriptions, and compliance checks
*   **Governance & Risk**
*   Support Investment Committee operations (agenda, materials, decisions)
*   Monitor potential conflicts between fund-level and operating company deals
*   Maintain a clean audit trail of fund decisions, valuations, and LP disclosures

**Qualifications**

*   10+ years in private equity, real estate investment funds, or fund accounting/administration
*   Experience launching or scaling fund structures, especially open-ended or NAV-based
*   Deep knowledge of fund waterfalls, NAV mechanics, and third-party audits
*   Strategic thinker who can both zoom out and execute
*   Comfortable in entrepreneurial environments and able to build while flying the plane
*   Bonus: Experience with real estate GP/LP joint ventures or vertically integrated platforms

Management

Financial Analysis

Financial Modeling

Leadership

Strategic Planning

Chief Financial Officer

Director of Financial Planning and Analysis

Fractional CFO to establish fund infrastructure and oversee financial operations for a private investment fund company targeting long-term real estate investments.

Fractional Chief Financial Officer (CFO)

Finance

Levy Legacy Group

About Levy Legacy Group

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