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LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC

NEW YORK, NY · CRD 120109 · IAPD ↗ · lepercq.com · 212-698-0700

$763.7MRegulatory AUM
10Advisory reps
16Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC grew from 6 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
April 2025 — LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC reported RAUM up 34% ($524.6M -> $704.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC crossed $500M in regulatory AUM ($375.4M -> $524.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.