Livingston Capital Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,481,014
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
0
Total advisors
1
of 4 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Livingston Capital Advisors is an investment manager that provides discretionary portfolio management to several private pooled investment funds. The firm generally focuses on equities, exchange‑traded funds and venture capital fund exposures and reports approximately $8.48 million in assets under management.
Its investment process combines modern portfolio theory with quantitative analysis and uses a mix of long‑term and short‑term trading, including short sales and margin transactions when appropriate. Investment authority is exercised at the fund level, investors cannot impose individual restrictions, and fund investors receive quarterly reports and an annual audit through the fund administrator.
Distinctive features relative to many peers include the firm’s use of fee arrangements set in each fund’s offering documents rather than a standard percentage‑of‑AUM advisory fee, and the acceptance of performance‑based fees for some accounts. The brochure also discloses an affiliation with an attorney who has no client contact, a practice of not aggregating block trades for multiple clients, and an absence of soft‑dollar arrangements, which may affect trade execution and conflicts oversight compared with other managers.
Client services
Portfolio management
Expertise
Private / alternative investments
Active portfolio management
Factor investing / smart beta
Fee options
Fees based on a share of capital gains on or capital appreciation of the assets of a client; specific fee percentages or amounts are set forth in each Fund's agreements but not detailed in the brochure.
Main office location
Livingston Capital Advisors, LLC
1325 Ave. Of The Americas, Floors 27 And 28
New York NY 10019, United States
Number of offices
1
Most active in
Livingston Capital Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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