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| LGT Capital Partners USA Inc
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| CRD # | 160437 |
| SEC # | 801-74255 |
| CIK # | 0002011783, 0001641992 |
| AUM | 59.78 B (2026-04-22) |
| Employees | 78 (63% Investors, 13% Brokers) |
| Phone | 212-336-0650 |
| Address | 1133 Avenue of The Americas New York, NY 10036-6710 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.1 | ||
| Agilent Technologies Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| Ross Stores Inc | 0.1 | ||
| Stryker Corp | 0.1 | ||
| Autozone Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Crown Small Cap Real Estate Fund II - T LP | [2014-06-25] | 122.9 M | 5.2 M |
| Offered $400,000,000 · Filed 2015-11-18 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining $277,100,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Crown Small Cap Real Estate Fund II- TE LP | [2014-03-31] | 122.9 M | |
| Offered $400,000,000 · Filed 2015-11-18 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining $277,100,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Crown Global Secondaries III PLC | 2013-03-28 | 131.3 M | |
| RE | Clerestory Small Cap Real Estate Fund I - TE LP | [2012-03-30] | 1.8 M | |
| RE | Clerestory Small Cap Real Estate Fund I - UK LP | 2012-03-30 | 0.3 M | |
| HF | Crown Alternative Strategies SPC/Crown Global Macro Master SP | 2012-02-15 | 475.4 M | |
| HF | Crown Alternative Strategies SPC/Crown Managed Futures Master SP | 2012-02-15 | 1,067.9 M | |
| HF | Crown Alternative Strategies SPC/Crown Natural Resources Master SP | 2012-02-15 | 74.4 M | |
| PE | Crown Asia-Pacific Private Equity PLC | 2012-02-15 | 297.5 M | |
| PE | Crown Distressed Credit Opportunities PLC | 2012-02-15 | 139.1 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 2.1 |
| (j) Other investment advisers | 0 | 54.7 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 2.2 |
| Total | 168 | 59.8 |
| By Discretionary | ||
| Discretionary | 37 | 35.9 |
| Non-Discretionary | 131 | 23.8 |
| Total | 168 | 59.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 54.8 | |
| United States Persons | 5.0 | |
| Total | 168 | 59.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Lgt Capital Partners USA Inc | Promoter | 19 | 3 | |
| Lgt Capital Partners USA Inc | Promoter | 5 | 2 | |
| Crown Small Cap Real Estate Fund II GP LLC | Director | 1 | 1 | |
| Lgt Clerestory LLC | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001641992] | |
| 13F-NT | [0002011783] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $4.6B |
| Clients | 1 (12 non-US) |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| LEI | 549300R71Y0C5X7Z9T16 |
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