# LGT Capital Partners (USA) Inc.

> 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.

- CRD: 160437
- Filed as: LGT CAPITAL PARTNERS (USA) INC.
- Also doing business as: LGT CAPITAL PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160437
- AdvisorCensus page: https://advisorcensus.com/firm/lgt-capital-partners-usa-inc-new-york-ny-160437

## Quick answers

**How is LGT Capital Partners (USA) Inc. compensated?**
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.

**Where is LGT Capital Partners (USA) Inc. located?**
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).

**Is LGT Capital Partners (USA) Inc. registered with the SEC or a state?**
LGT Capital Partners (USA) Inc. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160437.

**How much does LGT Capital Partners (USA) Inc. manage?**
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).

**How have LGT Capital Partners (USA) Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does LGT Capital Partners (USA) Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does LGT Capital Partners (USA) Inc. use?**
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.

**Does LGT Capital Partners (USA) Inc. report any disciplinary disclosures?**
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

**What changed in LGT Capital Partners (USA) Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 45 to 49.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- BNP Paribas Securities Services
- BNP Paribas, New York Branch

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.

### Regulatory assets under management (Item 5.F)
- Total: $59,778,345,059
- Discretionary: $35,934,394,595
- Non-discretionary: $23,843,950,464

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $48,051,974 |
| Charitable organizations | Fewer than 5 | $96,693,715 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $2,139,376,534 |
| Other investment advisers | Fewer than 5 | $54,729,752,318 |
| Corporations or other businesses not listed above | Fewer than 5 | $567,851,920 |
| Other | Fewer than 5 | $2,196,618,598 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 78 total, 49 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Dublin 2
- Hong Kong
- Pfaeffikon
- San Francisco, CA
- St. James'S

### Websites listed on Form ADV (Item 1.I)
- [lgtcp.com](https://lgtcp.com)
- LinkedIn @lgt-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $12,043,810,292 | 41 | April 30, 2021 |
| October 2022 | $15,695,734,843 | 45 | March 30, 2022 |
| October 2023 | $20,518,780,550 | 58 | March 30, 2023 |
| October 2024 | $55,734,347,598 | 66 | May 1, 2024 |
| October 2025 | $54,918,332,265 | 67 | March 28, 2025 |
| October 2026 | $59,778,345,059 | 78 | April 22, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 45 to 49.

### November 2025
- No longer lists an office in The Hague.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LGT Capital Partners (USA) Inc. (CRD 160437): Form ADV filing data as of October 2026.