Trustee (john A. Levin 2005 Grat Separation Trust) · Levin Capital Strategies, L.P.
Elizabeth Levin
CRD 1862791 · Named on Form ADV at one SEC-registered adviser
At a glance
Levin Capital Strategies, L.P., an SEC-registered wealth manager based in New York, NY with $1.7 billion in regulatory assets, lists Elizabeth Levin on its Form ADV as Trustee (john A. Levin 2005 Grat Separation Trust), a control person.
Firms and roles
- Levin Capital Strategies, L.P.Trustee (john A. Levin 2005 Grat Separation Trust)Wealth manager · New York, NY · $1.7B in regulatory assets
AtlasMembers
Elizabeth’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John A. LevinChairman and CEO, Levin Capital Strategies, L.P.
- Raymond F. OttuschChief Compliance Officer, Levin Capital Strategies, L.P.
- Evan H. RatnerPresident, Levin Capital Strategies, L.P.
- John W. MurphyChief Invesmtent Officer, Levin Capital Strategies, L.P.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Elizabeth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.