SourcingSourcing

LEVIN CAPITAL STRATEGIES, L.P.

C42
CRD 137147·SEC 801-65045·NEW YORK, NY
AUM
$1.66B
$1B+
Est. Revenue
$16.6M
@ 1% on AUM
Est. EBITDA
$5.0M
@ 30% margin
Est. Deal Value
$39.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LEVIN CAPITAL STRATEGIES, L.P.
CRD
137147
SEC file #
801-65045
EIN
—
DBA names
—

Economics

AUM
$1.66B
AUM band
$1B+
AUM trajectory
'20'26
$1.27B → $1.66B▲ +31%
Client mix
Individuals High Net Worth132
Individuals Other118
Pooled Investment Vehicles1

Operations

Employees (total)
14
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
8 advisors → 9 advisors▲ +13%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/levin-capital-strategies(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JOHN A. LEVIN 2005 GRAT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
JOHN A. LEVIN 2005 GRAT
LEVIN, JOHN, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001539456
Edgar Registered
Yes
Edgar Filing Count
86
Edgar First Filing Date
2012-02-08
Edgar Last Filing Date
2018-12-06
Edgar Form D Count
8
Edgar Form D Offerings
2018-03-092018-03-09 · 0000902664-18-001543
2017-03-102017-03-10 · 0000902664-17-001470
Edgar Former Names
LCS L/S Fund, LP

Compliance & brand

Firm Registration Status
active

All other collected signals (10)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Morgan Stanley9
Fidelity4
E*trade4
Northern Trust2
Edgar Addresses
Mailing
595 MADISON AVENUE17TH FLOORNEW YORK, NY 10022
Business
595 MADISON AVENUE17TH FLOORNEW YORK, NY 10022
Edgar Recent Filings
42018-12-06 · 0000921895-18-003224
42018-11-27 · 0000921895-18-003158
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (5)

5
LEVIN, JOHN, ANDREW
IAR · Direct Owner · 17.5%
1209729
LEVIN, ELIZABETH
Executive Officer · 2.5%
1862791
MURPHY, JOHN, WILLIAM
Executive Officer · 2.5%
2161919
RAYMOND FRANCIS OTTUSCH
Executive Officer · 2.5%
2438748
Ratner, Evan, Harris
Executive Officer · 2.5%
7409090