Levin Capital Strategies, L.P.
Firm details
- Headquarters
- New York, New York
- CRD number
- 137147
- Registered since
- January 20, 2006
- Website
- www.levincap.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI64.69%
- Individuals12.68%
- Pension & Profit Sharing Plans8.36%
- Banking / Thrift Institutions7.04%
- Charitable Organizations4.41%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Levin Capital Strategies, L.P. is a hedge fund-structured adviser that provides portfolio management across individual, pooled-vehicle, and institutional mandates. The firm is SEC-registered (registered in 2006) and operates as a limited partnership with activities that include CPO/CTA work and serving as sponsor or managing member of pooled investment vehicles. Its fee arrangements combine asset-based, fixed, and performance-linked components. Levin Capital does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- US Government Bonds9%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$53.1M in ETFs
87%
$46.1M
3%
$7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $13.5M | 35,435 | 25.41% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 767 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
50t Funds
RIANew York, NY
Hermes Gpe (USA) Inc
RIANew York, NY
Compass Group LLC
RIANew York, NY
Island Investment Management LLC
RIANew York, NY
Richbrook Advisors, LP
RIANew York, NY
Aterian Investment Management, LP
RIANew York, NY