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LGT CAPITAL PARTNERS (USA) INC.
CRD 160437File 801-74255
APPROVED
Custody
Filing as of Apr 22, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.