LGT CAPITAL PARTNERS (USA) INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 160437
- Registered since
- March 19, 2012
- Website
- www.lgtcp.com
- Custodians
- BNP PARIBAS SECURITIES CORP., BNP PARIBAS SECURITIES CORP.
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Other Investment Advisers91.55%
- Other3.67%
- State / Municipal Government3.58%
- Corporations / Businesses0.95%
- Charitable Organizations0.16%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
LGT Capital Partners (USA) Inc. is the U.S. corporate arm of a foreign-owned investment firm, registered with the SEC in 2012. The firm serves institutional clients and operates primarily as an adviser to pooled investment vehicles and to businesses or institutions, with responsibilities that include selecting other managers. It is organized to act in roles such as sponsor/GP of pooled vehicles and as a CPO/CTA. The firm charges percentage-of-AUM fees and also collects performance-based compensation, and it identifies itself as an active ESG investor.
Assets & Accounts
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
- Private Funds78%
- Non-Exchange Traded Equities9%
- Other9%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3JOHANN VON BAUM
Chief Risk and Compliance OfficerCRD 6044555
JOHN KOSSOW
CFOCRD 7274430
JOANNA GERSTNER
Executive Director & Chief Compliance OfficerCRD 6304248
Contacts
3 of 5MICHAEL JONES
Advisory Board MemberCRD 4357853
SASCHA GRUBER
PartnerCRD 6026885
DAVID ANDRYC
PartnerCRD 1181816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1133 Avenue of the Americas
- Time zone
- ET (UTC-5)
- Office locations
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