{
  "crd_number": 160437,
  "slug": "lgt-capital-partners-usa-inc-new-york-ny-160437",
  "primary_business_name": "LGT CAPITAL PARTNERS (USA) INC.",
  "legal_name": "LGT CAPITAL PARTNERS (USA) INC.",
  "dbas": [
    "LGT CAPITAL PARTNERS"
  ],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-19",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-04-22",
  "carried_forward": false,
  "raum_total": 59778345059.0,
  "raum_discretionary": 35934394595.0,
  "raum_non_discretionary": 23843950464.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 78,
  "advisory_employees": 49,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 2196618598.0,
      "count": null,
      "description": "501(C)(9) VEBA, UNIVERSITY",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 96693715.0,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 2139376534.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 54729752318.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 48051974.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 567851920.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NY",
    "TX"
  ],
  "websites": [
    "https://lgtcp.com",
    "https://linkedin.com/company/lgt-capital-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160437",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/lgt-capital-partners-usa-inc-new-york-ny-160437",
  "display_name": "LGT Capital Partners (USA) Inc.",
  "summary": "LGT Capital Partners (USA) Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 22, 2026.",
  "citation": "AdvisorCensus. LGT Capital Partners (USA) Inc. (CRD 160437): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is LGT Capital Partners (USA) Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), LGT Capital Partners (USA) Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is LGT Capital Partners (USA) Inc. located?",
      "a": "LGT Capital Partners (USA) Inc.'s principal office is in New York, NY, according to its Form ADV; the May 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is LGT Capital Partners (USA) Inc. registered with the SEC or a state?",
      "a": "LGT Capital Partners (USA) Inc. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160437."
    },
    {
      "q": "How much does LGT Capital Partners (USA) Inc. manage?",
      "a": "LGT Capital Partners (USA) Inc. reports $59,778,345,059 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (60% discretionary)."
    },
    {
      "q": "How have LGT Capital Partners (USA) Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for LGT Capital Partners (USA) Inc.: Regulatory assets under management: $12,043,810,292 in the October 2021 data and $59,778,345,059 in the October 2026 data, up 396%. Total employees: 41 in October 2021 and 78 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does LGT Capital Partners (USA) Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Which custodians does LGT Capital Partners (USA) Inc. use?",
      "a": "LGT Capital Partners (USA) Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNP Paribas Securities Services and BNP Paribas, New York Branch as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does LGT Capital Partners (USA) Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160437"
    },
    {
      "q": "What changed in LGT Capital Partners (USA) Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 45 to 49."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 12043810292.0,
      "total_employees": 41,
      "filing_date": "2021-04-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 15695734843.0,
      "total_employees": 45,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 20518780550.0,
      "total_employees": 58,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 55734347598.0,
      "total_employees": 66,
      "filing_date": "2024-05-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 54918332265.0,
      "total_employees": 67,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 59778345059.0,
      "total_employees": 78,
      "filing_date": "2026-04-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 45 to 49."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "No longer lists an office in The Hague."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNP Paribas Securities Services",
      "name_as_filed": "BNP PARIBAS SECURITIES SERVICES",
      "affiliated": false
    },
    {
      "name": "BNP Paribas, New York Branch",
      "name_as_filed": "BNP PARIBAS, NEW YORK BRANCH",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/lgt-capital-partners-usa-inc-new-york-ny-160437.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 48051974.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 96693715.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 2139376534.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 54729752318.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 567851920.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 2196618598.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160437",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}