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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 51 | 53 | increased by2 |
| Apr 1, 2026 | AUM | $67,292,680 | $84,180,932 | increased by$16,888,252 |
| Apr 1, 2026 | Accounts | 99 | 108 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 57 | 51 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $88,416,311 | $67,292,680 | decreased by$21,123,631 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 100 | 99 | decreased by1 |
| Apr 1, 2022 | AUM | $75,702,015 | $88,416,311 | increased by$12,714,296 |
| Apr 1, 2022 | Accounts | 97 | 100 | increased by3 |
| 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 “LEHMANN LIVIAN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEHMANN LIVIAN” 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.