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LIVIAN & CO.
Legal name: LIVIAN & CO., LLC
CRD 153771File 801-71406
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$152.9M
Bottom 25% of cohort (national)
Discretionary AUM
$127.8M
Non-discretionary $25.1M
Clients
70
131 accounts
Employees
5
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 4, 2010
- Principal office
- 450 7TH AVENUE, SUITE 801, NEW YORK, NY, 10123
- Phone
- (212) 319-8900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $152.9M
- Discretionary AUM
- $127.8M
- Non-discretionary AUM
- $25.1M
- Discretionary accounts
- 120
- Non-discretionary accounts
- 11
- Total accounts
- 131
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $45.5M |
| High net worth individuals | 47 | $102.4M |
| Pooled investment vehicles | 3 | $5.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- 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
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- 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.