Levin Capital Strategies, LP

Levin Capital Strategies, LP (CRD# 137147) is a financial advisory firm headquartered in New York, NY. They manage $7,678,724,000 in 370 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,679
    MILLION
  • Total Number of Accounts
    370
    ACCOUNTS
  • Average Account Value
    $20,753,308
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT

Financial Advisors at Levin Capital Strategies, LP
Showing 1 - 1 of 1 top financial advisors.
1
John A. Levin
CRD#: 1209729
595 Madison Avenue, 17th Floor, New York, NY 10022
93
Wealthminder
score

John Levin (CRD# 1209729) is an Investment Advisor Representative working at Levin Capital Strategies, LP in New York, NY and has over 30 years of experience in the finance industry.

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