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LEVIN CAPITAL STRATEGIES, L.P.
CRD 137147File 801-65045
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.66B
Top 25% of cohort (national)
Discretionary AUM
$1.47B
Non-discretionary $187.3M
Clients
251
265 accounts
Employees
14
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 20, 2006
- Principal office
- 767 FIFTH AVENUE, 18TH FLOOR, NEW YORK, NY, 10153
- Phone
- 212-259-0800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.66B
- Discretionary AUM
- $1.47B
- Non-discretionary AUM
- $187.3M
- Discretionary accounts
- 264
- Non-discretionary accounts
- 1
- Total accounts
- 265
- AUM per client
- $6.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $19.9M |
| Charitable organizations | Fewer than 5 | $73.1M |
| High net worth individuals | 132 | $1.07B |
| Pooled investment vehicles | 1 | $20.9M |
| Banking or thrift institutions | Fewer than 5 | $116.9M |
| Pension and profit sharing plans | Fewer than 5 | $138.8M |
| Individuals (other than high net worth individuals) | 118 | $210.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.