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Lehmann, Livian, Fridson Advisors, LLC

● SEC registered since 2014CRD 169980SEC# 801-79372New York, NY
Export (members)
Reg. AUM
$67.3M
Employees
2
Accounts
99
Location
New York, NY

Lehmann, Livian, Fridson Advisors, LLC assets under management

Lehmann, Livian, Fridson Advisors, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2014. It reports $67.3 million in regulatory assets under management and employs 2 people.

Lehmann, Livian, Fridson Advisors, LLC owners & executives

14 reported
NameTitleOwnershipSince
Fridsonvision LLC ControlMember25-50%2014
Livian & Co. ControlMemberOver 75%2014
Martin Steven Fridson ControlChief Investment OfficerUnder 5%2014
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Frequently asked questions

How much does Lehmann, Livian, Fridson Advisors, LLC manage?

Lehmann, Livian, Fridson Advisors, LLC reports $67.3 million in regulatory assets under management on its Form ADV.

How many employees does Lehmann, Livian, Fridson Advisors, LLC have?

Lehmann, Livian, Fridson Advisors, LLC reports 2 employees.

Where is Lehmann, Livian, Fridson Advisors, LLC located?

Lehmann, Livian, Fridson Advisors, LLC is based in New York, NY and has been SEC-registered since 2014.

Does Lehmann, Livian, Fridson Advisors, LLC disclose fund performance?

Lehmann, Livian, Fridson Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address450 7th Avenue, Suite 801, New York, NY 10123
Phone212-319-8903
Fax212-319-8905
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$65.1M
Non-discretionary$2.2M
Total (RAUM)$67.3M