Levin Capital Strategies (LCS) offers investment advice and manages investments for clients through separately managed accounts and a private fund. LCS typically uses a "large-cap", "bottom-up" value investment strategy and a short/long alternative strategy, primarily investing in equity securities of both domestic and foreign companies traded on U.S. exchanges. LCS makes investment decisions based on each client's objectives and guidelines.
Assets Under Management$1.2B
Clients252
Advisors1
Avg. per Client$4.9M
Avg. per Advisor$1.2B
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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