The LEVIN CAPITAL STRATEGIES is a privately held investment adviser that advises $2.97Bn in regulatory assets under management held in 3 SEC fund types across 4 investment strategies. LEVIN CAPITAL STRATEGIES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 10.51% over the last 5-years.
The Group has been registered with the SEC for 20.54 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 767 FIFTH AVENUE 18TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 27 employees comprised of 14 investment and 13 non-investment staff. The total number of Employees increased by 107.69% over the last 5-years.
Their $2.97Bn in assets advised are owned by 41 private funds, 0 public funds and BDCs and 6 other accounts. Assets of High Net Worth Individuals clients own $1.98Bn or 66.52% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $347.18mn or 11.68% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and Traditional LBO, representing 48.38%, 35.08% and 16.25% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 3 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 8 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
LEVIN CAPITAL STRATEGIES names 2 sub-advisers PARAMETRIC PORTFOLIO ASSOCIATES, ZUCKERMAN INVESTMENT GROUP to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.