LIVIAN & CO.

RIASEC RegisteredEst. 2010

Total AUM

$153M

Discretionary

$128M

84% of AUM

Avg account

$1.2M

Accounts

131

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 153771
Registered since: May 4, 2010
Website: www.livianco.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI66.97%
Corporations / Businesses29.79%
Pooled Investment Vehicles3.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Livian & Co. is an independent registered investment adviser organized as an LLC and SEC-registered since 2010. The firm serves both individual/family and institutional clients and offers financial planning and discretionary portfolio management across individuals, pooled vehicles, and businesses or institutions. Its fees are a mix of percentage-of-AUM and performance-based arrangements; filings indicate the firm is not structured as a capital allocator. The firm’s advisory activities extend into pooled investment vehicles—Livian & Co. advises private funds—and it maintains industry affiliations as another registered investment adviser and a real estate broker. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser on its filings.