Addison Levi
Founder at San Juan Holdings, Inc.
Net worth: 2 M $ as of 31/03/2024
Profile
Mr. Addison M.
Levi, III is Co-Founder, Co-Chairman & Vice President at San Juan Holdings, Inc. (SJH).
He is also Chairman, Treasurer, and co- founder of Bahia Group Holdings, LLC (BGH).
Prior to co-founding SJH in 1997, Mr. Levi was a Senior Vice President at Dean Witter Reynolds' Financial Institutions and Corporate Finance Group respectively.
Prior to that, he was a principal in a small, private venture capital investment banking company; a financial analyst at Penn Central Corp.; and an associate in Citibank's Corporate Finance Department concentrating on cross-border mergers and acquisitions, private placements and corporate advisory work.
Mr. Levi received his M.B.A.
degree through a W.R.
Grace Fellowship, from Columbia University's Graduate School of Business, and graduated from the College of the Holly Cross with an A.B.
in economics/accounting.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
PHARMA-BIO SERV, INC.
8.93% | 03/04/2024 | 2,050,059 ( 8.93% ) | 2 M $ | 31/03/2024 |
Addison Levi active positions
Companies | Position | Start |
---|---|---|
San Juan Holdings, Inc.
San Juan Holdings, Inc. Investment ManagersFinance Founded in 1997, San Juan Holdings, Inc. is a private equity firm located in San Juan, Puerto Rico. | Founder | 06/07/2011 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
---|---|
San Juan Holdings, Inc.
San Juan Holdings, Inc. Investment ManagersFinance Founded in 1997, San Juan Holdings, Inc. is a private equity firm located in San Juan, Puerto Rico. | Finance |
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