Firm profile

LGT CAPITAL PARTNERS (USA) INC.

NEW YORK, NYCRD 160437Latest ADV April 22, 2026

Lgt Capital Partners (Usa) Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated April 22, 2026, reports $59.8B in regulatory assets under management, 78 employees, 7 offices, and 168 accounts.

Assets Under Management
$59.8B
Employees
78
Offices
7 offices
Total Clients
<5
Primary office
NEW YORK, NY
1133 AVENUE OF THE AMERICAS, 30TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODavid S. Andryc
CCOJoanna M. Gerstner
CFOJohn D. C. Kossow

Advisory services offered

4 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
2
Categories with <5 clients
501(C)(9) VEBA<5 clients
UNIVERSITY<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$59.8Bas of April 22, 2026
Discretionary60.1%
$35.9B
60% of total RAUM60.1%
Non-discretionary39.9%
$23.8B
40% of total RAUM39.9%
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$59.8B
Total Accounts168
10Y AUM Change+$53.2B (+812.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees78
Clients per Employee0:1
10Y Employee Change+50 (+178.6%)

* 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.