RIA Intel›Advisers›New York›LGT CAPITAL PARTNERS (USA) INC.

LGT CAPITAL PARTNERS (USA) INC.

Institutional

N·NEW YORK, NY

Data as of Apr 22, 2026 · Source: SEC Form ADV

Total AUM

$59.8B

1-Year AUM Growth

-1.5%

3-Year CAGR

+51.7%

Employees

49

Assets Under Management

Total AUM$59.8B

Discretionary AUM$35.9B

Non-Discretionary AUM$23.8B

Discretionary %60.1%

Total Clients2

Team

Total Employees49

Investment Advisers78

Employee Growth (1Y)+18.4%

Filing History

Total Filings on Record36

First FilingFeb 15, 2012

Latest FilingApr 22, 2026

🔒 Full AUM trend chart and 36 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LGT CAPITAL PARTNERS (USA) INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.