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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 Oct 1, 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
- Website
- HTTP://WWW.LEVINCAP.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 14 | increased by3 |
| Apr 1, 2026 | Clients | 252 | 251 | decreased by1 |
| Apr 1, 2026 | AUM | $1,246,801,756 | $1,659,473,378 | increased by$412,671,622 |
| Apr 1, 2026 | Accounts | 261 | 265 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 11 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 136 | 252 | increased by116 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,212,989,229 | $1,246,801,756 | increased by$33,812,527 |
| Apr 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Clients | 263 | 136 | decreased by127 |
| Apr 1, 2022 | AUM | $1,085,694,840 | $1,212,989,229 | increased by$127,294,389 |
| Apr 1, 2022 | Accounts | 263 | 261 | decreased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEVIN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEVIN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.