Data / Investment advisers / New York / LGT Capital Partners (USA) Inc.
LGT Capital Partners (USA) Inc., New York, NY: $59.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
LGT Capital Partners (USA) Inc. is an SEC registered investment adviser with its main office in New York, New York and reports $59.8 billion in regulatory assets under management in its Form ADV filed April 22, 2026. Its clients include other investment advisers, state and municipal governments and corporations and other businesses. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 1 private fund.
The request: Watch LGT Capital Partners (USA) Inc. (CRD number 160437): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 160437
- SEC file number
- 801-74255
- SEC status
- Approved, effective March 19, 2012
- Main office
- 1133 Avenue of the Americas 30th Floor, New York, NY 10036
- Phone
- (212) 336-0650
- Website
- lgtcp.com
- Regulatory AUM
- $59,778,345,059 in the Form ADV filed April 22, 2026
- Discretionary AUM
- $35,934,394,595
- Non discretionary AUM
- $23,843,950,464
- Accounts
- 168
- Employees
- 78, of which 49 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 1: 1 real estate fund
- Gross assets of private funds
- $5,216,188
- Other offices
- 7
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $54.73 billion |
| State or municipal government entities | Fewer than 5 | $2.14 billion |
| Corporations or other businesses | Fewer than 5 | $567.9 million |
| Charitable organizations | Fewer than 5 | $96.7 million |
| Pooled investment vehicles | 2 | $48.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $59.78 billion | April 22, 2026 |
| April 1, 2026 | $59.76 billion | March 30, 2026 |
| December 1, 2025 | $54.92 billion | October 28, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Carlyle Global Credit Investment Management L.L.C. | New York | $68.38 billion | 67 | adviserinfo.sec.gov |
| Brookfield Public Securities Group LLC | New York | $66.46 billion | 3 | adviserinfo.sec.gov |
| Blue Owl Credit Advisors LLC | New York | $64.86 billion | 20 | adviserinfo.sec.gov |
| CVC Credit Partners, LLC | New York | $61.63 billion | 85 | adviserinfo.sec.gov |
| Quantinno Capital Management LP | New York | $60.91 billion | 1 | adviserinfo.sec.gov |
| Mio Partners, Inc. | New York | $59.59 billion | 15 | adviserinfo.sec.gov |
| Marshall Wace North America L.P. | New York | $58.87 billion | 14 | adviserinfo.sec.gov |
| Blackstone Private Credit Strategies LLC | New York | $57.92 billion | 54 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving other investment advisers
- Advisers serving state and municipal governments
- Advisers that manage private funds
- LGT Capital Partners (USA) Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.