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LGT CAPITAL PARTNERS (USA) INC.
CRD 160437File 801-74255
APPROVED
Custody
Filing as of Apr 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$59.78B
Top 10% of cohort (national)
Discretionary AUM
$35.93B
Non-discretionary $23.84B
Clients
2
168 accounts
Employees
78
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 19, 2012
- Principal office
- 1133 AVENUE OF THE AMERICAS, 30TH FLOOR, NEW YORK, NY, 10036-6710
- Phone
- 212-336-0650
- Website
- HTTP://WWW.LGTCP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $59.78B
- Discretionary AUM
- $35.93B
- Non-discretionary AUM
- $23.84B
- Discretionary accounts
- 37
- Non-discretionary accounts
- 131
- Total accounts
- 168
- AUM per client
- $29.89B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $567.9M |
| Charitable organizations | Fewer than 5 | $96.7M |
| Other investment advisers | Fewer than 5 | $54.73B |
| Pooled investment vehicles | 2 | $48.1M |
| State or municipal government entities | Fewer than 5 | $2.14B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ANNUAL FEE FROM AFFILIATE BASED IN PART ON AUM OF ADVISED ASSETS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 | Change |
|---|---|---|---|---|
| May 1, 2026 | AUM | $59,759,272,454 | $59,778,345,059 | increased by$19,072,605 |
| May 1, 2026 | Accounts | 166 | 168 | increased by2 |
| Apr 1, 2026 | Employees | 67 | 78 | increased by11 |
| Apr 1, 2026 | AUM | $54,918,332,265 | $59,759,272,454 | increased by$4,840,940,189 |
| Apr 1, 2026 | Accounts | 155 | 166 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 45 | 67 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4 | 2 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $15,695,734,843 | $54,918,332,265 | increased by$39,222,597,422 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 94 | 155 | increased by61 |
| Apr 1, 2022 | Employees | 41 | 45 | increased by4 |
| Apr 1, 2022 | AUM | $12,043,810,292 | $15,695,734,843 | increased by$3,651,924,551 |
| Apr 1, 2022 | Accounts | 92 | 94 | increased 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 “LGT CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LGT 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.