MB, LEVIS & ASSOCIATES,LLC
SEC file number 801-76841
· CENTER VALLEY, PA
https://mblevis.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$307.9M
Discretionary AUM
$307.9M
Employees
4
Clients
—
Firm
- Address
- 4647 SAUCON CREEK ROAD
CENTER VALLEY, PA 18034 - Phone
- —
- Website
- https://mblevis.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
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- DEF Associates LP Medium name-match confidence · CIK 1506964 · NY
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DEF Associates Ltd. · D/A · Aug 13, 2026
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MedVet Associates, LLC · D · Jun 9, 2026$3.2M
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Ayres Associates Inc. · D · Mar 25, 2026$1M
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DEF Associates LP · D/A · Feb 11, 2026
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DEF Associates Ltd. · D/A · Aug 14, 2025
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Ayres Associates Inc. · D · May 7, 2025$1M
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MedVet Associates, LLC · D · Apr 14, 2025$2.4M
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DEF Associates LP · D/A · Feb 12, 2025