LGT CAPITAL PARTNERS (USA) INC.

1133 Avenue Of The Americas
30th Floor
New York, New York 10036-6710
Tel: 212-336-0650

About LGT CAPITAL PARTNERS (USA) INC.

LGT CAPITAL PARTNERS (USA) INC, formally registered with the SEC as LGT CAPITAL PARTNERS (USA) INC. The firm was established in 03/19/2012. They have over 6 offices throughout the country.

LGT CAPITAL PARTNERS (USA) INC. is a New York, New York based Financial Planning firm with nearly $55,734,347,598 assets under management, offering retirement planning & investment advisory services to 177 clients. The firm is staffed with 66 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160437
SEC#	801-74255
Assets Managed by Firm	$55,734,347,598
No. of Clients	177
No. of Advisors	66

Fee Structure

A percentage of AUM
Performance Based
Other (ANNUAL FEE FROM AFFILIATE BASED IN PART ON AUM OF ADVISED ASSETS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (SPONSOR OF LIMITED PARTNERSHIPS)

Firm Client Information

	No. of Clients	AUM
Firm Total	177	$55,734,347,598
Other investment advisers	Fewer than 5 clients	$51,480,304,012
Corporations or other businesses	Fewer than 5 clients	$639,734,500

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