LGT Capital Partners (usa): AUM & Ownership

Clients

LGT Capital Partners (usa) serves 2 clients. The average client has about $29.9 billion with the firm.

Regulatory assets by client type

State or municipal government entities4%
Other investment advisers92%
Other4%
OtherPooled investment vehicles, Charitable organizations, Corporations and other businesses1%

Show client breakdown

Client type	Clients	Regulatory AUM	Share	Avg. per client
Pooled investment vehicles	2	$48,051,974	0.1%	$24.0M
Charitable organizations	Not reported	$96,693,715	0.2%	—
State or municipal government entities	Not reported	$2,139,376,534	3.6%	—
Other investment advisers	Not reported	$54,729,752,318	91.6%	—
Corporations and other businesses	Not reported	$567,851,920	0.9%	—
Other	Not reported	$2,196,618,598	3.7%	—
Total	2	$59,778,345,059	100%	$29.89B

Pooled investment vehicles

Clients: 2
Regulatory AUM: $48,051,974
Share: 0.1%
Avg. per client: $24.0M

Charitable organizations

Clients: Not reported
Regulatory AUM: $96,693,715
Share: 0.2%
Avg. per client: —

State or municipal government entities

Clients: Not reported
Regulatory AUM: $2,139,376,534
Share: 3.6%
Avg. per client: —

Other investment advisers

Clients: Not reported
Regulatory AUM: $54,729,752,318
Share: 91.6%
Avg. per client: —

Corporations and other businesses

Clients: Not reported
Regulatory AUM: $567,851,920
Share: 0.9%
Avg. per client: —

Other

Clients: Not reported
Regulatory AUM: $2,196,618,598
Share: 3.7%
Avg. per client: —

Total

Clients: 2
Regulatory AUM: $59,778,345,059
Share: 100%
Avg. per client: $29.89B

What it does

LGT Capital Partners (usa) provides portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers and other activities. It is paid through a percentage of assets, performance-based fees and other arrangements.

LGT Capital Partners (usa) advises 1 private funds.

60.1% of assets ($35.93B across 37 accounts) are managed with discretion; $23.84B across 131 accounts are not. 12% of clients are outside the U.S., and 1 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end

Stocks11%
- Non-exchange-traded equities9%
- Exchange-traded equities2%
Funds78%
Cash1%
Other9%
- Committed but uncalled capital; liabilities9%

Filed values cover 99%. The neutral 1% gap has no reported category.

Custodians

LGT Capital Partners (usa)’s client accounts are held mainly at BNP Paribas, New York Branch, with 6% of managed assets, and BNP Paribas Securities Services, Dublin Branch, with 5%. LGT Capital Partners (usa) has custody of $3.07B for 11 clients.

Managed account assets by custodian

BNP Paribas Securities Services, Dublin BranchBNP Paribas Securities Services, Dublin Branch · Dublin 2 · $3.15B5%
BNP Paribas, New York BranchBNP Paribas, New York Branch · New York, NY · $3.73B6%
All other custodians$52.89B88%

Ownership and leadership

LGT Capital Partners LTD owns 75% or more of LGT Capital Partners (usa), and David Andryc is its CEO.

Who owns the firm

LGT Capital Partners (usa) Inc.· the adviser

LGT Capital Partners LTD
Control person · since October 2015
Owns 75% or more of LGT Capital Partners (usa) Inc.
- LGT Holding Denmark Aps
  Control person · since October 2018
  Owns 75% or more of LGT Capital Partners LTD
  - LGT Uk Holdings LTD.
    Control person · since August 2018
    Owns 75% or more of LGT Holding Denmark Aps
    - LGT Group Holding LTD.
      Control person · since April 2018
      Owns 75% or more of LGT Uk Holdings LTD.
      - LGT Group Foundation
        Control person · since December 2016
        Owns 75% or more of LGT Group Holding LTD.

Leadership

David Andryc
Director, Chief Executive Officer, President
John Kossow
Chief Financial Officer
Joanna Gerstner
Chief Compliance Officer, Secretary
Thomas Brown
Partner
Sascha Gruber
Director
Michael Jones
Director
Roberto Paganoni
Director
Johann Von Baum
Director

Staff

78 employees
49 in advisory functions
10 broker-dealer reps
1 soliciting firm

Fees

LGT Capital Partners (usa) is paid through a percentage of assets under management, performance-based fees and other.

LGT Capital Partners (usa)’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, LGT Capital Partners (usa) has 7 offices (2 private residences, listed without an address), with 2 listed addresses across 2 states.

Listed office addresses by state

New York · 1 listed address

1133 Avenue of the Americas, 30th Floor, New YorkHQ

Other business names

LGT Capital Partners (usa) has reported 1 other business name to the SEC.

LGT Capital Partners

Registration details

Legal name: LGT Capital Partners (usa) Inc.
Headquarters: 1133 Avenue of the Americas, 30th Floor, New York, NY 10036-6710
Phone: 212-336-0650
Website: Not reported
SEC file: 801-74255
Structure: Delaware corporation
Fiscal year end: December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does LGT Capital Partners (usa) have?

LGT Capital Partners (usa) has 2 clients and manages $59.8 billion for them, as of April 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 April 2026

What services does LGT Capital Partners (usa) offer?

LGT Capital Partners (usa) provides portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers and other activities.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does LGT Capital Partners (usa) use?

LGT Capital Partners (usa)’s separately managed account assets are held at BNP Paribas, New York Branch (New York, NY), with $3,734,622,999 and BNP Paribas Securities Services, Dublin Branch (Dublin 2), with $3,154,225,410. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 April 2026

How many financial advisors does LGT Capital Partners (usa) have?

LGT Capital Partners (usa) has 0 investment adviser representatives registered with state securities authorities, out of 78 employees, and 49 perform investment advisory functions. 10 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does LGT Capital Partners (usa) invest in?

At the end of its last fiscal year, LGT Capital Partners (usa)’s separately managed accounts held 78% pooled vehicles (private funds and similar), 9% non-exchange-traded equities, 9% committed but uncalled capital; liabilities, 2% exchange-traded equities and 1% cash and equivalents. It advises 1 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns LGT Capital Partners (usa)?

LGT Capital Partners (usa)’s direct owner is LGT Capital Partners LTD (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 22 April 2026

How does LGT Capital Partners (usa) get paid?

LGT Capital Partners (usa) is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file