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LEVIN CAPITAL STRATEGIES, L.P.

NEW YORK, NY · CRD 137147 · IAPD ↗ · 212-259-0800

$1.66BRegulatory AUM
9Advisory reps
14Employees
1Clients
0Planning clients
1Private funds
30States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — LEVIN CAPITAL STRATEGIES, L.P. reported RAUM up 33% ($1.25B -> $1.66B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2026 — LEVIN CAPITAL STRATEGIES, L.P. grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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