LIVIAN & CO.

LIVIAN & CO., LLC

CRD 153771 · SEC 801-71406

Visit website

450 7TH AVENUE, SUITE 801, NEW YORK, NY, 10123, United States

Phone

(212) 319-8900

Fax

(212) 319-8905

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$152.9M

Discretionary AUM

$127.8M

Team

5 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)CONSULTING SERVICES, FINANCIAL CONSULTING FOR OTHER INVESTMENT ADVISERS

Client types

Type	Clients	AUM
High net worth individuals	47	$102.4M
Pooled investment vehicles	3	$5.0M
Corporations/business entities	20	$45.5M

States served

NJ, NY, FL

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/LIVIAN-&-CO.---INVESTMENT-AND-WEALTH-MANAGEMENT/
HTTP://WWW.LIVIANCO.COM
HTTPS://X.COM/LIVIANCO
https://www.instagram.com/livian_co/
HTTPS://FACEBOOK.COM/LIVIANANDCO
HTTPS://TIKTOK.COM/@LIVIAN_CO

Official SEC filing: View on IAPD