Lepercq De Neuflize Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 26, 2026, reports $764M in regulatory assets under management, 16 employees, and 3 accounts.
Assets Under Management
$764M
Employees
16
Offices
--
Total Clients
<5
Primary office
NEW YORK, NY
853 BROADWAY, SUITE 1600, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 33.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
33.3%
1
2
Sovereign Wealth
33.3%
1
3
Corporations
33.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$764Mas of March 26, 2026
Discretionary100.0%
$764M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$764M
Total Accounts3
10Y AUM Change+$125M (+19.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee0:1
10Y Employee Change+7 (+77.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.