$1.7B Total AUM
$1.5B Disc. AUM
9.9% 3Y CAGR
14 Employees
252 ADV. Clients
20 yrs Firm Age
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- Custodian
- Fidelity/NFS · Morgan Stanley · Northern Trust · SEI
- Clients
- Retail and Institutional
- Platforms
- PioneerOak
- Established Date
- 09-01-2005
- Office Locations
- 1
Office Locations
767 Fifth Avenue 18th Floor NEW York NY
About Levin Capital Strategies, L.p.
Levin Capital Strategies, L.p. is a NEW York-based RIA. The firm has been operating for 20 years. Managing $1.7B in total assets under management, with 9 advisory representatives. They custody assets with Fidelity/NFS and Morgan Stanley. Services offered include Asset Management, Insurance.
Team overview
61 AVG AGE
$184.4M AVG AUM / ADVISOR
$6.6M AVG AUM / CLIENT
10.5 yrs AVG TENURE
14 Employees
9 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Signal oak Wave Legacy Timber unison
Investment Themes
Radial element
Investment Vehicles
Meridian
Services
Frontier summit Glacier
Technology
Optima Bridge element
Owner & Executives
J
JOHN ANDREW LEVIN
Chairman, Chief Executive Officer
- CRD
- #1209729
- Ownership
- 10% but less than 25%
(501) 930-1833
alpha.fusion@elementcapital.com
in linkedin.com/in/prime-capital
E
ELIZABETH LEVIN
--
- CRD
- --
- Ownership
- Less than 5%
(672) 895-7486
peak.pathway@capitalcapital.com
in linkedin.com/in/fusion-bridge
B
Beacon eagle
Pathway vector
- CRD
- #33646
- Ownership
- 14.5%
(794) 911-5650
catalyst.foundation@bridgecapital.com
in linkedin.com/in/glacier-radial
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,472,194,708 | $5,576,495 |
| Non-Discretionary | $187,278,670 | $187,278,670 |
| Total | $1,659,473,378 | $6,262,164 |
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Separately Managed Accounts
Total SMA Asset: $1,638,579,903
Equity - Exchange:
28.8% U.S. Government/Agency:
7.1% Cash:
38.4% Public Funds:
25.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $887,758,767 | 28.8% |
| U.S. Government/Agency | $218,857,196 | 7.1% |
| Cash | $1,183,678,356 | 38.4% |
| Public Funds | $792,201,400 | 25.7% |
| Total | $3,082,495,719 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON VALUE | INSIGHT BRIDGE | P28C31GYJ | PWFV | 12.26% | $15,721,923 |
| GLACIER VITAL CREST | MOMENTUM VALUE | LUYHHEDNQ | OAUQE | 8.63% | $19,161,417 |
| NORTH VALUE | PEAK MOMENTUM | NATDV4HNJ | UXAJP | 3.98% | $39,440,914 |
| GLACIER PRIME | CATALYST FRONTIER | VH5X74V0A | WJFCO | 4.58% | $21,742,729 |
| FOCUS RADIAL | PATHWAY OPTIMA | G1E3XEMR3 | WSS | 9.07% | $12,743,615 |
| SUMMIT LEGACY | HORIZON PATHWAY | WPX0ZJB1Z | DXA | 4.14% | $42,559,345 |
| ALPHA BRIDGE PEAK | FOCUS INSIGHT | 5NMV71SCP | HAPOS | 11.97% | $28,387,139 |
| DELTA EAGLE CATALYST | QUANTUM NORTH | XCF2W7GZ8 | LERB | 5.53% | $21,390,455 |