LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC
CRD #169980 SEC #801-79372 NEW YORK, NY 212-319-8903
SEC Registered
Total AUM
$67.3M
Discretionary
$65.1M
Employees
2
Clients
0
Accounts
99
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $67.3M | $65.1M | $2.2M | 2 | 0 |
| Mar 2025 | $67.3M | $65.1M | $2.2M | 2 | 0 |
| Apr 2024 | $81M | $78.8M | $2.2M | 2 | 0 |
| Mar 2024 | $81M | $78.8M | $2.2M | 2 | 0 |
| Mar 2023 | $79.2M | $75.8M | $3.5M | 2 | 0 |
| Mar 2022 | $88.4M | $88.4M | $0 | 2 | 0 |
| Mar 2021 | $75.7M | $75.7M | $0 | 2 | 0 |
| Jun 2020 | $80.4M | $80.4M | $0 | 2 | 0 |
| Mar 2020 | $80.4M | $80.4M | $0 | 2 | 0 |
| Jan 2020 | $69.2M | $69.2M | $0 | 2 | 0 |
| Mar 2019 | $69.2M | $69.2M | $0 | 2 | 0 |
| Nov 2018 | $79.2M | $79.2M | $0 | 2 | 0 |
| Mar 2018 | $79.2M | $79.2M | $0 | 2 | 0 |
| Aug 2017 | $71.7M | $71.7M | $0 | 2 | 26 |
| Apr 2017 | $71.7M | $71.7M | $0 | 2 | 26 |
| Mar 2017 | $71.7M | $71.7M | $0 | 2 | 26 |
| Apr 2016 | $75.8M | $75.8M | $0 | 2 | 26 |
| Mar 2016 | $75.8M | $75.8M | $0 | 2 | 26 |
| Dec 2015 | $77.7M | $77.7M | $0 | 3 | 26 |
| Mar 2015 | $77.7M | $77.7M | $0 | 3 | 26 |
| Jul 2014 | $75M | $75M | $0 | 3 | 0 |
| Mar 2014 | $0 | $0 | $0 | 3 | 0 |
DateMay 2025
Total AUM$67.3M
Discretionary$65.1M
Non-Disc.$2.2M
Employees2
Clients0
DateMar 2025
Total AUM$67.3M
Discretionary$65.1M
Non-Disc.$2.2M
Employees2
Clients0
DateApr 2024
Total AUM$81M
Discretionary$78.8M
Non-Disc.$2.2M
Employees2
Clients0
DateMar 2024
Total AUM$81M
Discretionary$78.8M
Non-Disc.$2.2M
Employees2
Clients0
DateMar 2023
Total AUM$79.2M
Discretionary$75.8M
Non-Disc.$3.5M
Employees2
Clients0
DateMar 2022
Total AUM$88.4M
Discretionary$88.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$75.7M
Discretionary$75.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$80.4M
Discretionary$80.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$80.4M
Discretionary$80.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$69.2M
Discretionary$69.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$69.2M
Discretionary$69.2M
Non-Disc.$0
Employees2
Clients0
DateNov 2018
Total AUM$79.2M
Discretionary$79.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$79.2M
Discretionary$79.2M
Non-Disc.$0
Employees2
Clients0
DateAug 2017
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees2
Clients26
DateApr 2017
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees2
Clients26
DateMar 2017
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees2
Clients26
DateApr 2016
Total AUM$75.8M
Discretionary$75.8M
Non-Disc.$0
Employees2
Clients26
DateMar 2016
Total AUM$75.8M
Discretionary$75.8M
Non-Disc.$0
Employees2
Clients26
DateDec 2015
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees3
Clients26
DateJul 2014
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees3
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0