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John A. Levin & Co., Inc. (New York)


John A. Levin & Co., Inc. is a large advisory firm based in New York. It manages $13.61 billion of regulatory assets for 9,937 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

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John A. Levin & Co. provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

John A. Levin & Co.: assets under management

The assets under management (AUM) of John A. Levin & Co., Inc. is $13.61 billion. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $13.46 billion in discretionary accounts and $145 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.35 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $48.33 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay John A. Levin & Co., Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Inc. Bkf Capital Group Sole shareholder 1 Jun 1996 75% - 100% 36-0767530

Based in New York

The principal office where John A. Levin & Co., Inc. performs its advisory services is located at One Rockefeller Plaza, New York, NY 10020, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-332-8400 or by fax 212-332-8487. The normal business hours are 9-5:30 on Monday - Friday. You can find more information about the New York firm at levinco.com.


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