Lgt Capital Partners (Usa) Inc.
- Regulatory AUM
- $59.8B
- Discretionary
- $35.9B
- Clients
- 2
- Avg AUM / client
- $29.9B
- Accounts
- 168
- Employees
- 78
AUM over time
Annual snapshots from Form ADV filings · as of Apr 22, 2026
Asset allocation (SMA assets by investment type)
as of Apr 22, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $48.1M | 0.08% |
| Charitable organizations | Fewer than 5 clients | $96.7M | 0.16% |
| State or municipal government entities | Fewer than 5 clients | $2.1B | 3.58% |
| Other investment advisers | Fewer than 5 clients | $54.7B | 91.6% |
| Corporations and other businesses | Fewer than 5 clients | $568M | 0.95% |
| Other | Fewer than 5 clients | $2.2B | 3.67% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $7.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Crown Small Cap Real Estate Fund Ii T, Lp | Real Estate Fund | Delaware | $7.4M | 2 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Uaw Retiree Medical Benefits Tr EIN 900424876 | Detroit, MI | 12/31/2024 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Von Und Zu Liechtenstein, Johann, Adam Pius Ii | Beneficiary | Jan 1970 (57y) | GP / trustee / elected manager of Prince Of Liechtenstein Foundation (indirect) | |
| Paganoni, Roberto, Nmn | Director | Mar 2004 (22y) | Less than 5% | |
| Gerstner, Joanna, Magdalena | Chief Compliance Officer, Secretary | Mar 2014 (12y) | Less than 5% | |
| Von Baum, Johann, Peter Horst Werner | Director | May 2014 (12y) | Less than 5% | |
| Brown, Thomas, Bolton | Partner | Oct 2015 (11y) | Less than 5% | |
| Gruber, Sascha, Nmn | Director | May 2016 (10y) | Less than 5% | |
| Jones, Michael, Anthony | Director | May 2019 (7y) | Less than 5% | |
| Kossow, John, Dierk Christoph | Chief Financial Officer | Jun 2020 (6y) | Less than 5% | |
| Andryc, David, Steven | Director, Chief Executive Officer, President | Jan 2021 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lgt Capital Partners Ltd | Shareholder | Oct 2015 | A | 75% or more |
| Lgt Group Foundation | Shareholder | Dec 2016 | B | ≈ 23.73% – 100% via Lgt Group Holding Ltd. |
| Lgt Holding Denmark Aps | Shareholder | Oct 2018 | B | ≈ 56.25% – 100% via Lgt Capital Partners Ltd |
| Lgt Group Holding Ltd. | Shareholder | Apr 2018 | B | ≈ 31.64% – 100% via Lgt Uk Holdings Ltd. |
| Lgt Uk Holdings Ltd. | Shareholder | Aug 2018 | B | ≈ 42.19% – 100% via Lgt Holding Denmark Aps |
| Prince Of Liechtenstein Foundation | Beneficiary | Jul 2001 | B | GP / trustee / elected manager of Lgt Group Foundation (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lgt Group Foundation: 75% – 100% of Lgt Group Holding Ltd. × 75% – 100% of Lgt Uk Holdings Ltd. × 75% – 100% of Lgt Holding Denmark Aps × 75% – 100% of Lgt Capital Partners Ltd × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Lgt Holding Denmark Aps: 75% – 100% of Lgt Capital Partners Ltd × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Lgt Group Holding Ltd.: 75% – 100% of Lgt Uk Holdings Ltd. × 75% – 100% of Lgt Holding Denmark Aps × 75% – 100% of Lgt Capital Partners Ltd × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Lgt Uk Holdings Ltd.: 75% – 100% of Lgt Holding Denmark Aps × 75% – 100% of Lgt Capital Partners Ltd × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $7.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Crown Small Cap Real Estate Fund Ii T, Lp | Real Estate Fund | $7.4M | $5.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Uaw Retiree Medical Benefits Tr | Public charity | $62.9B | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 2.86 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • ANNUAL FEE FROM AFFILIATE BASED IN PART ON AUM OF ADVISED ASSETS
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Bnp Paribas, New York Branch $3.7B (6% of AUM) Apr 2026
- Bnp Paribas Securities Services Australia $3.2B (5% of AUM) Apr 2026
- Silicon Valley Bank $2.2B (4% of AUM) Oct 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 22, 2026.
View current Form ADV (SEC/IAPD) ↗