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LGT CAPITAL PARTNERS (USA) INC.

NEW YORK, NY · CRD 160437 · IAPD ↗ · lgtcp.com · 212-336-0650

$59.78BRegulatory AUM
49Advisory reps
78Employees
1Clients
n/aPlanning clients
1Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
May 2026 — LGT CAPITAL PARTNERS (USA) INC. added office(s): 5 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
32
April 2025 — LGT CAPITAL PARTNERS (USA) INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2025 — LGT CAPITAL PARTNERS (USA) INC. added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2024 — LGT CAPITAL PARTNERS (USA) INC. added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — LGT CAPITAL PARTNERS (USA) INC. reported RAUM up 172% ($20.52B -> $55.73B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2024 — LGT CAPITAL PARTNERS (USA) INC. grew from 38 to 45 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.