Lehmann, Livian, Fridson Advisors, 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 April 30, 2026, reports $84M in regulatory assets under management, 2 employees, and 108 accounts.
Assets Under Management
$84M
Employees
2
Offices
--
Total Clients
53
Primary office
NEW YORK, NY
450 7TH AVENUE, SUITE 801, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 96.2% of total clients.
Top client categories% of clientsClients
1
HNWI
96.2%
51
2
Corporations
3.8%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$84Mas of April 30, 2026
Discretionary95.1%
$80M
95% of total RAUM95.1%
Non-discretionary4.9%
$4M
5% of total RAUM4.9%
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$84M
Total Accounts108
10Y AUM Change+$12M (+17.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee27:1
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.