Alternative Investment Fund Manager

Systematic
strategies for
intelligent capital.

Levier Fund Management is an alternative investment fund manager registered and supervised in the EU, deploying systematic investment strategies aiming to provide investors with an opportunity of return generation and stability.

Our Fund How it works
Quant ∑
Systematic Approach
EU*
Regulated Framework
Multi –
Strategy Alternative Investment Fund
FFA 507
FIU Licensed Institution
Supervised by EFSA · FIU · EU
Genuine diversification
Returns designed to move semi-independently of stocks and bonds — real diversification that can help steady a portfolio in difficult markets.
Built for any market
Built to pursue returns whether markets rise, fall or move sideways — so reaching your goals doesn’t hinge on good timing.
Disciplined by design
A clear, rules-based process guides every decision — consistency and discipline rather than guesswork or forecasts.
Fully aligned
The manager invests his own capital alongside investors — so our interests and yours point the same way.
Who We Are

Built on data,
grounded in discipline.

We built Levier Fund I around a clear purpose: to pursue returns that don’t rely on markets going up. Behind it is a disciplined, rules-based process — and a manager who invests his own capital alongside every investor.

About Levier
Transparency
Clear reporting and open communication at every stage.
Resilience
Portfolios engineered to endure volatility through quantitative risk controls.
Precision
Systematic signals, rigorous back-testing and model-driven execution.
Integrity
Acting exclusively in the interest of our investors. Always.

We believe successful investing is built on disciplined processes rather than prediction. Quantitative research and systematic portfolio construction allow investment decisions to be made consistently across changing market conditions while maintaining clearly defined risk controls.

Investment Philosophy — Levier
Our Fund

Three engines.
One Fund.

Options income
We sell carefully defined option structures to earn a premium from the price of market “insurance.” It is a return that accrues in calm and falling markets alike — without needing prices to rise.
Quality equities
A model selects sound, liquid companies the wider market under-researches, keeps them diversified against one another, and hedges the downside with options — growth with a cushion.
Statistical arbitrage
Market-neutral positions in closely related futures that profit as their prices converge. It moves to its own rhythm — a stabiliser that steadies the portfolio when the other engines are tested.
Discover Levier Fund I →
Regulatory

Registered in the European Union,
operating with rigour.

Levier Fund Management is registered with and supervised by the Estonian Financial Supervision Authority (Finantsinspektsioon) and licensed by the Estonian Financial Intelligence Unit as a Financial Institution under licence FFA000507.

Regulatory Framework
AIFMD
Full alignment with EU Alternative Investment Fund Managers Directive standards.
EFSA
Supervised by the Estonian Financial Supervision Authority (Finantsinspektsioon).
FIU
Financial Institution licence FFA000507 issued by the Estonian Financial Intelligence Unit.
Governance
Robust internal controls and periodic investor reporting to institutional standards.

Ready to begin a conversation?

We welcome enquiries from professional investors, institutional counterparties, family offices and eligible individuals. All communications are treated with the utmost discretion.

Contact Us info@levierfund.com
Home/About
About Levier Fund Management

Built on conviction,
grounded in discipline.

A quantitative investment manager combining systematic models with deep market expertise, operating under EU regulatory supervision.

Our Story

Where mathematics
meets markets.

Levier exists to give investors something traditional portfolios struggle to offer: a return that genuinely diversifies — one that doesn’t simply rise and fall with stocks and bonds. We built Levier Fund I to pursue exactly that, through a disciplined, rules-based process that stays steady whichever way markets move.

Levier operates under EU supervision — registered with the Estonian Financial Supervision Authority (EFSA) and licensed as a Financial Institution by the Financial Intelligence Unit — and manages the fund for private, professional and institutional investors alike. Private individuals are welcome to invest, subject to a suitability assessment.

The name Levier — French for lever — reflects our core philosophy: intelligent use of financial instruments, including options and futures, creates asymmetric advantages that pure directional investing cannot achieve.

Custody & Safekeeping

Investor assets held by a Tier-1 European bank.

Client assets are never in the manager’s hands — cash is held at a European bank and portfolio securities at a regulated prime broker, ring-fenced from Levier’s balance sheet.

Tier-1 Bank & Prime Broker
Cash held at a Tier-1 European bank for subscriptions and operations; portfolio securities custodied with a top-rated prime broker with global market access.
Segregated Accounts
Client assets sit in segregated accounts at regulated institutions, ring-fenced from the manager's balance sheet.
Skin in the Game
The fund manager invests personal capital alongside investors in Levier Fund I — direct alignment of interests at every level.
Audited Reporting
Annual financial statements audited by an independent EU-regulated audit firm.
Leadership

The team behind Levier.

Our team combines quantitative research, derivatives trading and institutional investment management expertise.

Julián Algovia Alía
Julián Algovia Alía
Managing Partner & Portfolio Manager
Founder of Levier Fund Management OÜ. Over 10 years active in the financial markets. Previously Investment Director at Algalia Capital and founder of opciondelta.com, a derivatives education and research platform. Designs the Fund's systematic-quantitative framework. Key function holder approved by EFSA.
Kristina Rabi
Kristina Rabi
Compliance Officer & MLRO
Background in compliance and financial consulting. Previously consultant at Ernst & Young and in other large public & private institutions. Compliance Officer and AML/CFT lead; MLRO approved by the FIU. Leads regulatory reporting.
Investment Philosophy

Four principles.
One framework.

01
Systematic Over Discretionary
Investment decisions are driven by systematic models with clearly defined entry, sizing and exit rules. Discretion is reserved for framework design, not trade execution.
02
Asymmetric Returns
Our asymmetry lives in probability, not in chasing rare, outsized wins. We sell options rather than buy them, sizing each position so the odds stay in our favour — the edge is winning the likely outcomes.
03
Risk Management Comes First
Every position is defined first by its maximum loss. Capital preservation is not secondary to return generation — it is its prerequisite.
04
Transparency Always
Investors deserve to understand how their capital is managed. We provide clear, regular reporting on positioning, risk exposure and performance attribution.

Interested in learning more
about Levier?

We welcome enquiries from private, professional and institutional investors seeking to understand our approach.

Get in TouchView Strategies
Home/Our Fund
Our Fund

Quantitative approaches
to asymmetric returns.

Levier Fund I earns from three independent sources of return — the price of volatility, mispriced quality, and the convergence of related markets — combined into one steadier portfolio.

The Fund

Levier Fund I.
Our flagship vehicle.

Flagship Fund · Levier Fund I
Levier Fund I
Levier Fund I is a multi-strategy fund built to give investors a genuinely diversifying return — one with low correlation to traditional stocks and bonds, designed to perform across different market conditions rather than only when markets rise. Several independent strategies are combined so the portfolio never leans on a single source of return.
Structure
EU-Regulated AIF
Instruments
Listed only · Equities, Options, Futures
Approach
Systematic / Quantitative + Fundamental Analysis
Investors
Institutional, Professional & Private Individuals
I’m Interested
The three engines

Three engines.
One fund.

Options income
Our premium-income core. We sell carefully defined option structures to earn the gap between the volatility markets fear and the volatility that actually occurs — a return that does not depend on prices rising. Every structure has a known maximum loss.
Quality equities
Our growth engine. A model selects sound, liquid mid- and small-cap companies the wider market under-researches, keeps them diversified against one another, and hedges the downside with options — participation in quality, with a cushion.
Statistical arbitrage
Our stabiliser. Market-neutral positions in closely related futures that profit as their prices converge — a genuine decorrelator, moving independently of market direction and the macro cycle.
Custody & Counterparties

Tier-1 custody.
Listed-only execution.

Investor cash and portfolio securities are held by separate regulated institutions — a Tier-1 European bank and a top-rated prime broker — never by the manager, and ring-fenced from the firm’s balance sheet.

Execution is restricted to listed instruments only — no OTC exposure. This means transparent pricing, central clearing and the highest standards of counterparty discipline.

Instruments

The tools of precision.

Equities
Global exchange-listed equities and equity indices. Used for systematic long/short positioning based on quantitative signals.
Equity Options
Exchange-listed equity index options only. Central to our asymmetric return construction and our non-directional options strategies.
Index Futures
Exchange-traded futures on equity indices, rates and commodities. Used for directional exposure and hedging.
Volatility
Systematic exposure to the volatility risk premium via options structures and VIX-related instruments.
Investment Process

From signal to execution.

01
Signal Generation
Quantitative models generate directional and volatility signals from market data and factor inputs.
02
Risk Filtering
All signals are filtered against pre-defined risk budgets, correlation limits and drawdown thresholds.
03
Construction
Positions are sized and structured — using options where appropriate — to achieve the desired payoff profile.
04
Execution
Systematic execution through regulated brokers, with best execution practices and transaction cost monitoring.
05
Reporting
Regular investor reporting covering performance attribution, risk metrics and portfolio positioning.

Interested in
the fund?

Contact us to learn more about Levier Fund I and to request the Fund Prospectus. Every enquiry is handled directly by our team on a confidential basis.

Request Information
Home/Regulatory
Regulatory Framework

Registered in the European Union,
operating with rigour.

Levier Fund Management is registered with and supervised by the Estonian Financial Supervision Authority (Finantsinspektsioon) as an Alternative Investment Fund Manager, and licensed as a Financial Institution by the Estonian Financial Intelligence Unit under licence FFA000507.

Registered AIFM
FIU Financial Institution Licence
Regulatory Status

Our regulatory framework.

AIFMD Alignment
Levier Fund Management operates in alignment with the EU Alternative Investment Fund Managers Directive (2011/61/EU). Our processes, governance and reporting structures follow AIFMD requirements, ensuring appropriate investor protections and operational standards for Levier Fund I.
EFSA Registration & Supervision
We are registered with and supervised by the Estonian Financial Supervision Authority (Finantsinspektsioon), the Estonian regulatory body responsible for oversight of credit institutions, investment firms, fund management companies and insurance undertakings in Estonia.
FIU Financial Institution Licence
Levier Fund Management holds a Financial Institution licence (FFA000507) issued by the Estonian Financial Intelligence Unit, the national authority responsible for combating money laundering and terrorist financing. This licence enables us to conduct regulated financial activities under direct FIU oversight.
Governance & Reporting
We maintain robust internal governance including formal investment and risk committees, documented policies on conflicts of interest, remuneration, best execution and AML/CTF. Regular regulatory reporting is submitted to both EFSA and FIU, and investors receive periodic fund reports.
AML & Compliance
Anti-money laundering and know-your-customer procedures are embedded in our onboarding process for all investors. As an FIU-licensed Financial Institution we conduct ongoing monitoring and maintain full compliance with applicable EU and Estonian AML legislation.
Investor Eligibility

Who can invest
with Levier.

We are authorised to manage assets on behalf of the following investor categories, subject to applicable suitability requirements.

Category 01
Professional Investors
Investors who possess the experience, knowledge and expertise to make their own investment decisions and properly assess the risks they incur, as defined under EU MiFID II legislation.
Category 02
Institutional Investors
Large institutional entities including sovereign wealth funds, endowments, foundations and other regulated financial institutions seeking alternative investment exposure.
Category 03
Private Investors
Sophisticated individuals interested in alternative investment strategies. We welcome enquiries from any investor with a genuine interest in our approach and will discuss eligibility on a case-by-case basis through a confidential conversation.
Home/Contact
Get in Touch

Begin a conversation.

We welcome enquiries from professional investors, institutional counterparties, family offices and eligible individuals. All communications are treated with the utmost discretion.

Enquiry Form

Send us a message.

This communication is directed at professional investors and eligible non-professional investors as defined under applicable EU regulations. Engagement with Levier Fund Management is subject to regulatory suitability requirements.
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By clicking Send Enquiry you confirm that you have read and accept our Privacy Policy.
Contact Details
Headquarters
Narva mnt 6, Tallinn 10117
Estonia · European Union
General Enquiries
info@levierfund.com
Response within 2 business days
Office Hours
Mon – Fri, 9:00 – 18:00
EET / EEST timezone
Investor Eligibility Notice

This communication is intended for professional investors, institutional investors and eligible non-professional investors only. All engagements are subject to applicable suitability assessments.

Home/Privacy Policy
Legal

Privacy Policy.

Placeholder text. Final wording to be issued by the Compliance Officer and reviewed by external counsel.

Last updated: 26 May 2026

1. Data Controller

Levier Fund Management OÜ ("Levier", "we", "our", "us"), a private limited company incorporated under the laws of the Republic of Estonia with its registered seat at Narva mnt 6, Tallinn, 10117, Estonia, registered with the Estonian Financial Supervision Authority (Finantsinspektsioon) as an Alternative Investment Fund Manager and licensed by the Estonian Financial Intelligence Unit (Rahapesu Andmebüroo) as a Financial Institution under licence number FFA000507, is the data controller for personal data processed via this website and through our regulated activities. Contact: compliance@levierfund.com.

2. Personal Data We Collect

We collect personal data you provide voluntarily (e.g. through the contact form: name, organisation, email, area of interest, message), data required for investor onboarding (identification documents, suitability information, source of funds) under AIFMD, AML/CTF and FIU obligations, and limited technical data from website visitors (IP address, device type, browser).

3. Purposes & Legal Basis

We process personal data to respond to enquiries (legitimate interest), to perform regulatory obligations as an EFSA-supervised AIFM and FIU-licensed Financial Institution (legal obligation), to manage the fund and the investor relationship (contract), and to operate and secure this website (legitimate interest).

4. Retention

Personal data is retained only for as long as necessary for the purposes above and for the periods mandated by Estonian and EU regulation (typically 5 to 10 years for investor and AML records).

5. Your Rights

Subject to applicable law you have the right of access, rectification, erasure, restriction, portability and objection. You may lodge a complaint with the Estonian Data Protection Inspectorate (Andmekaitse Inspektsioon).

6. Contact

For any privacy enquiry write to compliance@levierfund.com.

Home/Cookie Policy
Legal

Cookie Policy.

Placeholder text. Final wording to be issued by the Compliance Officer and reviewed by external counsel.

Last updated: 26 May 2026

1. What Are Cookies

Cookies are small text files stored on your device when you visit a website. They are widely used to make websites work, or work more efficiently, and to provide information to website owners.

2. Cookies We Use

This website uses only the strictly necessary cookies required for it to operate, plus a language-preference cookie used by our website translation switcher. We do not currently use marketing, advertising or tracking cookies.

3. Third-Party Resources

We load typography from Google Fonts (fonts.googleapis.com / fonts.gstatic.com). Loading these resources may transmit your IP address to Google for the technical purpose of font delivery; Google does not set any cookies via these requests. When you submit the contact form we use Google reCAPTCHA v3 to filter spam — this involves loading google.com / gstatic.com scripts and may transmit your IP address and browser data to Google for risk analysis. Use of reCAPTCHA is subject to the Google Privacy Policy and Terms of Service.

4. Managing Cookies

You can configure your browser to refuse cookies or notify you when they are set. Disabling strictly necessary cookies may affect website functionality. The language-preference cookie can be cleared at any time from your browser settings.

5. Contact

Questions about this Cookie Policy: compliance@levierfund.com.

Home/Complaints
Legal

Complaints Handling.

Placeholder text. Final wording to be issued by the Compliance Officer and reviewed by external counsel.

Last updated: 26 May 2026

1. Our Commitment

Levier Fund Management OÜ takes complaints seriously. We are committed to handling complaints in a fair, transparent and timely manner in accordance with AIFMD and the requirements of the Estonian Financial Supervision Authority (Finantsinspektsioon).

2. How to Submit a Complaint

Complaints must be submitted in writing to compliance@levierfund.com, or by registered post to: Levier Fund Management OÜ — Compliance, Narva mnt 6-12, Tallinn, 10117, Estonia. Include your name, contact details, a clear description of the complaint and any supporting documents.

3. Acknowledgement & Response Times

We acknowledge complaints within five (5) business days of receipt and aim to provide a substantive response within thirty (30) calendar days. Where additional information or analysis is required, we will explain the reason for the delay and provide an updated timeline.

4. Escalation

If you are not satisfied with our response, you may escalate the matter to the Estonian Financial Supervision Authority (Finantsinspektsioon) — Sakala 4, 15030 Tallinn, info@fi.ee — or, where applicable, to the Estonian Consumer Disputes Committee or the courts of Estonia.

Home/Terms of Use
Legal

Terms of Use.

Placeholder text. Final wording to be issued by the Compliance Officer and reviewed by external counsel.

Last updated: 26 May 2026

1. Scope

These Terms of Use govern access to and use of the website levierfund.com (the "Website"), operated by Levier Fund Management OÜ. By accessing the Website you agree to be bound by these terms.

2. Target Audience

The information on this Website is directed exclusively at professional investors, institutional investors and eligible non-professional investors as defined under EU MiFID II and AIFMD legislation. It is not directed at retail investors and does not constitute an offer or solicitation to subscribe to any financial instrument in any jurisdiction where such offer or solicitation would be unlawful.

3. No Investment Advice

Content on this Website is informational and does not constitute investment, tax or legal advice. Investment in alternative investment funds involves significant risk including the possible loss of principal. Past performance is not indicative of future results.

4. Intellectual Property

All content, design, trademarks and visual elements of this Website are the property of Levier Fund Management OÜ or its licensors and are protected by applicable intellectual property laws.

5. Governing Law & Jurisdiction

These Terms of Use are governed by the laws of the Republic of Estonia. The competent courts of Estonia have exclusive jurisdiction over any dispute arising from or in connection with these terms.