Levin Capital Strategies, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $1.7B in regulatory assets under management, 14 employees, 1 office, and 265 accounts.
Assets Under Management
$1.7B
Employees
14
Offices
1 office
Total Clients
251
Primary office
NEW YORK, NY
767 FIFTH AVENUE, 18TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.6% of total clients.
Top client categories% of clientsClients
1
HNWI
52.6%
132
2
Individuals
47.0%
118
3
Pooled Investment Vehicles
0.4%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 31, 2026
Discretionary88.7%
$1.5B
89% of total RAUM88.7%
Non-discretionary11.3%
$187M
11% of total RAUM11.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.7B
Total Accounts265
10Y AUM Change$-5.9B (-78.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee18:1
10Y Employee Change-12 (-46.2%)
* 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.