Livian & Co. 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 April 30, 2026, reports $153M in regulatory assets under management, 5 employees, and 131 accounts.
Assets Under Management
$153M
Employees
5
Offices
--
Total Clients
70
Primary office
NEW YORK, NY
450 7TH AVENUE, SUITE 801, NEW YORK, NY, United States
Top client segmentHNWI represent 67.1% of total clients.
Top client categories% of clientsClients
1
HNWI
67.1%
47
2
Corporations
28.6%
20
3
Pooled Investment Vehicles
4.3%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$153Mas of April 30, 2026
Discretionary83.6%
$128M
84% of total RAUM83.6%
Non-discretionary16.4%
$25M
16% of total RAUM16.4%
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.
Total AUM$153M
Total Accounts131
10Y AUM Change+$60M (+65.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee14:1
10Y Employee Change0 (0.0%)
* 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.