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 limited partnership that operates as a hedge fund with CPO/CTA activity. Registered in 2006, the firm provides portfolio management for individuals and small businesses, pooled investment vehicles, and institutional clients. Its client base is a mix of individual/family and institutional relationships, and its fee arrangements include asset-based fees, fixed fees, and performance-based compensation. The firm does not present itself as an ESG investor and is not designated as a multi-state adviser or pension consultant. Organizationally it is owned by a domestic entity and an individual and is not primarily positioned as a third‑party capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
3 of 3John Levin
Chairman and Chief Executive OfficerCRD 1209729
Raymond Ottusch
Chief Compliance OfficerCRD 2438748
John Murphy
Chief Investment OfficerCRD 2161919
Contacts
2 of 2Elizabeth Levin
TrusteeCRD 1862791
Evan Ratner
PresidentCRD 7409090
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$50M in ETFs
88%
$43.8M
1%
$6.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $12.6M | 34,135 | 25.12% |
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
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