About
Intelligence Applied to Capital
Our Foundation
At Levanta Capital, our firm is built upon the recognition that today’s most successful families and entrepreneurs require financial management that matches the complexity of their global enterprises.
Our practice serves a carefully selected group of families and business leaders who have created substantial enterprises and now seek partners capable of matching their commercial sophistication. These relationships are characterized by mutual respect, intellectual rigor, and a shared understanding that true wealth preservation requires both analytical excellence and stategic patience.
Our Investment Framework
We approach capital allocation with the same analytical rigor applied by leading institutional investors, adapted for the unique requirements of private wealth. Our process emphasizes fundamental analysis, risk-adjusted returns, and strategic asset allocation across global markets.
Evidence-Based Decision Making
Every investment decision is supported by comprehensive fundamental analysis and quantitative risk assessment.
Global Opportunity Set
We maintain active research coverage across North American and Western European markets, with particular expertise in identifying dislocated opportunities.
Structural Advantages
Our private capital base allows for patient investment horizons and contrarian positioning unavailable to institutional managers.
Aligned Economics
Our compensation structure ensures our interests remain aligned with long-term client outcomes rather than asset gathering.
Global Access
Our international practice serves clients who maintain business interests, residences, and investments across multiple countries. We understand the operational challenges of cross-border investing and have developed the infrastructure and relationships necessary to execute complex international strategies efficiently.
Multi-Jurisdictional Coordination
We coordinate with local service providers across our target markets to ensure that our clients’ investment activities remain properly structured and fully compliant with local regulations. Our network includes relationships with banks, brokers, legal counsel, and tax advisors in key financial centers.
Currency Risk Management
For clients with significant international exposure, we provide sophisticated currency hedging strategies designed to protect purchasing power while maintaining investment flexibility. Our approach considers both economic exposure and accounting impact in designing optimal hedging strategies.
Regulatory Navigation
We monitor regulatory developments across our target markets and adjust client structures proactively to maintain compliance and optimize outcomes. Our expertise includes reporting requirements, withholding taxes, and cross-border transaction structuring.
Our Partnership Network
Levanta Capital maintains selective relationships with premier institutions and specialized service providers across North America and Western Europe. These partnerships ensure our clients have access to best-in-class expertise across all aspects of their financial lives.
