PROJECT LEVEL MANAGEMENT COMPANY, LLC · Tank Allocator Loader

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PROJECT LEVEL MANAGEMENT COMPANY, LLC

UUIDed4ac058-eb65-5d19-aa70-a722421f4e24

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:56

Updated2025-10-23 02:24:38

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	335704	335704	—	1.0
sec_file_number	801-132839	801-132839	—	—

Profile

Websitehttps://www.projectlevel.com/

HQ CityCHICAGO

HQ StateIL

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)0.0
RAUM (discretionary)0.0
Actionable assets0.0
Accounts0.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM—

As of 2025-04-22 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
ARIEL CAPITAL MANAGEMENT HOLDINGS, INC.	OWNER	OFFICER	—	{"filing_id": "2017436", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ARIEL INVESTMENTS, LLC	OWNER	OFFICER	—	{"filing_id": "2017436", "owner_id": "108211", "source": "adv_part1", "table": "Schedule_A_B"}
CALDERON, CARLOS, ESTUARDO	SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2017436", "owner_id": "6864114", "source": "adv_part1", "table": "Schedule_A_B"}
CREMERS, KLAAS, JAN, MARTIJN	DIRECTOR	OFFICER	—	{"filing_id": "2017436", "owner_id": "7161579", "source": "adv_part1", "table": "Schedule_A_B"}
DUNCAN, ARNE, STARKEY	DIRECTOR	OFFICER	—	{"filing_id": "2017436", "owner_id": "7161581", "source": "adv_part1", "table": "Schedule_A_B"}
HOBSON LUCAS, MELLODY, LOUISE	CO-CEO PRESIDENT AND DIRECTOR	OFFICER	—	{"filing_id": "2017436", "owner_id": "2184315", "source": "adv_part1", "table": "Schedule_A_B"}
JARRETT, VALERIE, BOWMAN	DIRECTOR	OFFICER	—	{"filing_id": "2017436", "owner_id": "7161582", "source": "adv_part1", "table": "Schedule_A_B"}
MERCHANT, FAZAL, FAROOK	DIRECTOR	OFFICER	—	{"filing_id": "2017436", "owner_id": "4771598", "source": "adv_part1", "table": "Schedule_A_B"}
RODRIGUEZ-AYALA, EMMA, LEONOR	EXECUTIVE VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER, GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2017436", "owner_id": "6183654", "source": "adv_part1", "table": "Schedule_A_B"}
ROGERS, JOHN, WASHINGTON	SHAREHOLDER	OFFICER	—	{"filing_id": "2017436", "owner_id": "717678", "source": "adv_part1", "table": "Schedule_A_B"}
ROMERO, ANTHONY, DAVID	DIRECTOR	OFFICER	—	{"filing_id": "2017436", "owner_id": "7351846", "source": "adv_part1", "table": "Schedule_A_B"}
SMITH, JUDY, ARLINE	DIRECTOR	OFFICER	—	{"filing_id": "2017436", "owner_id": "7406724", "source": "adv_part1", "table": "Schedule_A_B"}
TOOKES, HEATHER, ELISE	DIRECTOR	OFFICER	—	{"filing_id": "2017436", "owner_id": "7161589", "source": "adv_part1", "table": "Schedule_A_B"}
VITALE, DAVID, JOHN	DIRECTOR	OFFICER	—	{"filing_id": "2017436", "owner_id": "4347910", "source": "adv_part1", "table": "Schedule_A_B"}
WOLFF, PAULA	DIRECTOR	OFFICER	—	{"filing_id": "2017436", "owner_id": "2547917", "source": "adv_part1", "table": "Schedule_A_B"}
Wright, Jason, Gomillion	MANAGING PARTNER, HEAD OF INVESTMENTS	OFFICER	—	{"filing_id": "2017436", "owner_id": "8075424", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:38 • csv
```
{
  "date_submitted": "09/22/2025 04:27:03 PM",
  "filing_id": "2017436",
  "reg_type": "IA"
}
```