Nicholas Levenstein & Company
We produce quarterly income for our clients.
Nicholas Levenstein & Company (NLC) has been managing a successful hedge fund for over five years, delivering exceptional, risk-managed returns. We realize profits by quarter-end, minimize downside risk, and offer investors liquidity without a lock-up period. This year, we are expanding into acquiring cash-flow-positive companies to further enhance long-term returns.
What We Do
Nicholas Levenstein & Co. has been managing funds for over five years. Its founder, Nicholas Levenstein, completed his first buyout 25 years ago. With an impressive track record of 65% IRR in the first 5¾ years since the inception of the CMFDH fund, NLC has been able to mitigate risks and outperform markets by following a strategy that leads to consistent profits for its investors.
1st Quarter 2025 Report and Crypto Derivative Conference Announcement.
Invest in Crypto with Lower Volatility:
Check our Performance
- Proven Track Record: Our original fund, CMDF, survived the 2022 market downturn when Bitcoin fell ~75% with a 13% profit for the year, during which all of our CMFDH I investors’ money was returned. Our compounded annual returns over both funds were 66%.
- Advanced Strategies: We utilize sophisticated trading technology and quantitative analysis combined with extensive crypto derivatives expertise.
Updated performance of CMFDH I and CMFDH II
Q1 2025 Performance – Crypto Money Fund Dollar Hedge II (CMFDH II)
In the first quarter of 2025, CMFDH II recorded a net loss of –8.45% in
U.S. dollar terms. However, the Bitcoin allocation delivered stronger
results, with total BTC holdings increasing by 5%, supported by a hedge
structure designed to pay out in Bitcoin rather than dollars.
Since inception in 2019, the combined performance of both funds has
delivered a compounded return of 1704% and an annualized return of 65%
over five and three-quarter years, when measured in dollars.
The current strategy involves a higher degree of beta exposure compared to
the original fund, resulting in increased sensitivity to market
volatility. One minor deviation from the core strategy occurred during the
quarter, leading to a loss of less than 0.1%, which had no material effect
on overall performance.
Testimonials
"Nicholas is a trusted old friend whom I have known for over 30 years, and he is now also managing a substantial Bitcoin investment for me, with excellent results. I never worry about my investment because I know that it is in good hands, and he has been managing it for around three years already. My main objective with my investment is to increase my Bitcoin, regardless of the fiat price for it, and Nicholas has been doing exactly that over time."
"Thank you. This is actually really great! I would have thought in the current crypto winter that the losses would have been MUCH deeper!!"
"Thank you for the great returns! Hopefully there will be opportunities into the future again."