Money Manager Review 
Info History Assets Professionals Personnel Product
Print PDF    Print  Close Window
 

John A. Levin & Co., Inc.

One Rockefeller Plaza
New York, New York 10020
United States
 
Contact :      Michael Flynn
Phone :       212-332-8474
Fax :             212-332-5499
Email :         investana@levinco.com
Web :           http://www.levinco.com

John A. Levin & Co., Inc. Information

Type of organization :
Total Assets Managed ($Mil) : $13,038
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1982
Wrap Programs Offered? : Yes
# of Accounts Managed : 561
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

John A. Levin & Co., Inc. History

Since John A. Levin and Co.s founding, our focus has been the management of U.S. Large Cap Value portfolios. Our firm was established in 1982, and we became SEC registered in November of that year. Our earliest clients were high net worth individuals and their affiliated trusts and charitable organizations. In 1984, we began managing institutional tax-exempt accounts, and our client base now includes public, corporate, and Taft-Hartley pension plans; university and college endowments; charitable organizations; financial intermediaries; and high net worth individuals and family trusts. In 1996, John A. Levin & Co., Inc. became a wholly owned subsidiary of Baker Fentress & Company (publicly traded on the New York Stock Exchange under the symbol ?BKF?). In January 2000, Baker Fentress completed a plan to distribute nearly all of its assets (a portfolio of public and private investments), leaving John A. Levin & Co. as its primary asset. Following the distribution, the name Baker Fentress & Company was changed to BKF Capital Group, and the company was deregistered as a closed-end investment company. Employees as a whole own approximately 18% of the firm. This percentage includes shares owned outright, and vested restricted stock units that have not yet been issued. Excluded from this percentage are unvested restricted stock units, and both vested and unvested stock options. Approximately 85% of the firm?s employees have an ownership interest in the firm. John A. Levin & Co., Inc. is now a wholly owned subsidiary of BKF Capital Group, through its administrative subsidiary, Levin Management Co., Inc. John A. Levin & Co. generates substantially all the revenues of BKF Capital Group. The firm is solely focused on asset management. John A. Levin & Co. has two wholly owned subsidiaries. Levco Securities, Inc., is a registered broker/dealer. Levco GP, Inc. acts as a general partner of several private investment partnerships, and shares investment professional staff with John A. Levin & Co.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

John A. Levin & Co., Inc. Personnel

Mr.  Stephen Symonds

Client Contact
Tel : 212-332-8474
Email: ssymonds@levinco.com

Mr.  Michael Flynn

Manager
Tel : 212.332.8493
Email: investana@levinco.com
null

John A. Levin & Co., Inc. Product Name

Report Created: September,23 2020.  Copyright Money Manager Review , All rights Reserved.
Top

Print  Close Window