LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $84.2M |
| Discretionary | $80.1M95% of AUM |
| Non-Discretionary | $4.1M |
| Client Accounts | 108 |
| Avg Account Size | $779K |
| Employees | 2 |
| Peak AUM | $88.4MMar 2022 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $84M | +25.1% | +2.0% | +2.1% | |
| Discretionary AUM | $80M | ||||
Key Metrics
| Total AUM | $84.2M |
| Discretionary | $80.1M |
| Employees | 2 |
| Client Accounts | 108 |
| Client Range | 0 |
Contact & Location
Address
450 7TH AVENUE
NEW YORK NY 10123
Phone
212-319-8903
Filing History
27 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$80M
95.1% of AUM
Non-Discretionary
$4M
4.9% of AUM
Disc. mix ▼ 1.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
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