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LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC
CRD 169980File 801-79372
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$84.2M
Bottom 25% of cohort (national)
Discretionary AUM
$80.1M
Non-discretionary $4.1M
Clients
53
108 accounts
Employees
2
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 3, 2014
- Principal office
- 450 7TH AVENUE, SUITE 801, NEW YORK, NY, 10123
- Phone
- 212-319-8903
- Website
- HTTP://WWW.LLFADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $84.2M
- Discretionary AUM
- $80.1M
- Non-discretionary AUM
- $4.1M
- Discretionary accounts
- 104
- Non-discretionary accounts
- 4
- Total accounts
- 108
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $574K |
| High net worth individuals | 51 | $83.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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.