Lgt Capital Partners (Usa) Inc. is a large advisory firm based in New York. It manages $7.48 billion of regulatory assets for 68 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of New York and Texas.
Lgt Capital Partners (Usa) provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and sponsor of limited partnerships. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lgt Capital Partners (Usa) Inc. is $7.48 billion. The firm's AUM has grown by 114% since the beginning of its operation, and $7.26 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Lgt Capital Partners (Usa) Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Roberto Nmn Paganoni is pooled investment vehicles with 4 clients and $274.05 million of assets under management. Among the 11 most similar advisory firms, Lgt Capital Partners (Usa) has the 3rd lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $274.05 million for 4 clients. 50% of the firm’s clients are foreign persons or businesses.
Lgt Capital Partners (Usa) also advises several private funds. Namely, three real estate funds. The minimum investment commitment required of non-related persons ranges from $5,000,000 to $50,000,000.
The company employs 33 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Roberto Nmn Paganoni has been acting as President since 1 Mar 2004. Michael Anthony Jones joined the executive team most recently as the Director.
The principal office where Lgt Capital Partners (Usa) Inc. performs its advisory services is located at 1133 Avenue Of The Americas, New York, NY 10036 6710, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-336-0650 or by fax 212-336-0699. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.