LEVIN CAPITAL STRATEGIES, L.P.

RIASEC RegisteredEst. 2006

Total AUM

$1.7B

Discretionary

$1.5B

89% of AUM

Avg account

$6.3M

Accounts

265

Employees

14

Advisory reps

5

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

FINTRX

Overview

Levin Capital Strategies, L.P. is a hedge fund organized as a limited partnership and registered with the SEC since 2006. The firm serves both individual/family and institutional clients and provides portfolio management across individual accounts, pooled investment vehicles, and business or institutional mandates. It operates as a sponsor/GP and lists CPO/CTA activity among its business lines, and it charges a mix of percentage-of-AUM, fixed and performance-based fees. Levin Capital does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities82%
US Government Bonds9%
Cash & Cash Equivalents6%
Public Funds/Mutual Funds2%

Owners & executives

3 of 3

JOHN LEVIN
Chairman and Chief Executive OfficerCRD 1209729
RAYMOND OTTUSCH
Chief Compliance OfficerCRD 2438748
JOHN MURPHY
Chief Investment OfficerCRD 2161919

Contacts

2 of 2

ELIZABETH LEVIN
TrusteeCRD 1862791
Evan Ratner
PresidentCRD 7409090

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 17

Active vs passive

$44.4M in ETFs

Passive

88%

$39M

Active

1%

$5.4M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR GOLD TRUST (GLD)	State Street	Passive	Commodities Focused	$14.7M	34,155	33.09%

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Primary office

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

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