John Levin is a registered investment advisor at Levin Capital Strategies, L.P., based in New York, NY, with 41 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 252 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are negotiable for accounts over $100 million.
Fee Estimator
Location
767 Fifth Avenue, 18th Floor, New York, NY, 10153
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is involved with several investment-related entities, including Levin Capital Strategies, LCS, River Partners Capital Management, and RP Tax, LLC. He dedicates minimal time to each of these activities, with the most time spent on LCS (approximately 5%).
Employment History
Current Registrations
Levin Capital Strategies, L.P.
Previous Registrations
Lcs Securities, LLCBroker
Levco Securities, INC.Broker
Bkf Asset Management, INC.
John A. Levin & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.