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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC

CRD 169980

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7b81a0ab-72c2-9b4b-6e80-65b67c10046e

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 1
On other graphs: 0
Observed: Mar 10, 2014 to Apr 30, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $84.2MItem 5.F on the latest filing (2026-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $80.1M
Private client RAUM: $83.6MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $42.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 108
Individual clients: 0
High net worth clients: 51
Custody, client assets: $6.7M
SEC number: 801-79372
CRD: 169980
Filings on the tape: 25
First filed: Mar 10, 2014
Latest filed: Apr 30, 2026
Organised: Limited Liability Company, NY
Website: llfadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARTIN STEVEN FRIDSON	Chartered Financial Analyst	NEW YORK, NY	3	14	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FRIDSON, MARTIN, STEVEN	CHIEF INVESTMENT OFFICER	Na	yes	03/2014	Mar 10, 2014	Apr 22, 2024
FRIDSON, MARTIN, STEVEN	MANAGING MEMBER	E	yes	06/2012	Mar 10, 2014	Apr 22, 2024
FRIDSONVISION LLC	Member	C	yes	03/2014	Mar 10, 2014	Apr 22, 2024
GORJIAN, COBBY	MANAGING MEMBER	C	yes	09/2010	Mar 10, 2014	Apr 22, 2024
GORJIAN, GUIDAON	Member	C	yes	09/2010	Mar 10, 2014	Apr 22, 2024
GORJIAN, JUSTIN, JOSEPH	MANAGING MEMBER	C	yes	09/2010	Mar 10, 2014	Apr 22, 2024
GORJIAN, MYRON	Member	C	yes	09/2010	Mar 10, 2014	Apr 22, 2024
HAKIMIAN, DANNY, PEDRAM	MANAGING MEMBER	D	yes	11/2010	Mar 10, 2014	Apr 22, 2024
HAKIMIAN, ROY, AHRON	MANAGING MEMBER	D	yes	11/2010	Mar 10, 2014	Apr 22, 2024
LIVIAN & CO.	Member	E	yes	03/2014	Mar 10, 2014	Apr 22, 2024
LIVIAN, MICHAEL, MOSHE	CHIEF EXECUTIVE OFFICER / CCO	Na	yes	09/2015	Mar 10, 2014	Apr 22, 2024
LIVIAN, MICHAEL, MOSHE	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CLASS B	E	yes	04/2010	Mar 10, 2014	Apr 22, 2024
DANROY, LLC	MEMBER, CLASS A	C	no	11/2010	Mar 10, 2014	Apr 22, 2024
GORJIAN CAPITAL GROUP, LLC	MEMBER, CLASS A	C	no	11/2010	Mar 10, 2014	Apr 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LIVIAN & CO., LLC	n/a	Independent wealth	$153M	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 11 of 12

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$84.2M	$80.1M	2	2	0	n/a	n/a
2023	Mar 29, 2024	$81.0M	$78.8M	2	2	0	n/a	n/a
2022	Mar 28, 2023	$79.2M	$75.8M	2	2	0	n/a	n/a
2021	Mar 30, 2022	$88.4M	$88.4M	2	2	0	n/a	n/a
2020	Mar 25, 2021	$75.7M	$75.7M	2	2	0	n/a	n/a
2019	Mar 27, 2020	$80.4M	$80.4M	2	2	0	n/a	n/a
2018	Mar 28, 2019	$69.2M	$69.2M	2	2	0	n/a	n/a
2017	Mar 28, 2018	$79.2M	$79.2M	2	2	0	n/a	n/a
2016	Mar 23, 2017	$71.7M	$71.7M	2	2	n/a	n/a	n/a
2015	Mar 30, 2016	$75.8M	$75.8M	2	2	n/a	n/a	n/a
2014	Mar 26, 2015	$77.7M	$77.7M	3	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$84.2M	n/a	n/a	$79.2M	2.0%	2	n/a	0	n/a

Relationships

Affiliated with (2)

→ LIVIAN & CO.Registered adviserother investment adviser, control, common control
factForm ADV
← LIVIAN & CO.Registered adviserother investment adviser, control
factForm ADV

Registered with (2)

← MARTIN STEVEN FRIDSONAdvisorregistration: current employment
May 16, 2023 to presentfactForm ADV
← MICHAEL MOSHE LIVIANAdvisorregistration: current employment
Aug 24, 2021 to presentfactForm ADV

Controls (10)

← LIVIAN & CO.OwnerMEMBER, ownership code E, domestic entity
Mar 10, 2014 to Apr 22, 2024factForm ADV
← LIVIAN, MICHAEL, MOSHEOwnerCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CLASS B, ownership code E, individual
Mar 10, 2014 to Apr 22, 2024factForm ADV
← HAKIMIAN, DANNY, PEDRAMOwnerMANAGING MEMBER, ownership code D, individual
Mar 10, 2014 to Apr 22, 2024factForm ADV
← HAKIMIAN, ROY, AHRONOwnerMANAGING MEMBER, ownership code D, individual
Mar 10, 2014 to Apr 22, 2024factForm ADV
← GORJIAN, JUSTIN, JOSEPHOwnerMANAGING MEMBER, ownership code C, individual
Mar 10, 2014 to Apr 22, 2024factForm ADV
← GORJIAN, COBBYOwnerMANAGING MEMBER, ownership code C, individual
Mar 10, 2014 to Apr 22, 2024factForm ADV
← GORJIAN, GUIDAONOwnerMEMBER, ownership code C, individual
Mar 10, 2014 to Apr 22, 2024factForm ADV
← GORJIAN, MYRONOwnerMEMBER, ownership code C, individual
Mar 10, 2014 to Apr 22, 2024factForm ADV
← FRIDSON, MARTIN, STEVENOwnerMANAGING MEMBER, ownership code E, individual
Mar 10, 2014 to Apr 22, 2024factForm ADV
← FRIDSONVISION LLCOwnerMEMBER, ownership code C, domestic entity
Mar 10, 2014 to Apr 22, 2024factForm ADV

Owns (2)

← DANROY, LLCOwnerMEMBER, CLASS A, ownership code C, domestic entity
Mar 10, 2014 to Apr 22, 2024factForm ADV
← GORJIAN CAPITAL GROUP, LLCOwnerMEMBER, CLASS A, ownership code C, domestic entity
Mar 10, 2014 to Apr 22, 2024factForm ADV

Dated events

Occurred
Mar 10, 2014
First Form ADV filing
Lehmann, Livian, Fridson Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7b81a0ab-72c2-9b4b-6e80-65b67c10046e
First observed: Mar 10, 2014
Last observed: Apr 30, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC

CRD 169980

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7b81a0ab-72c2-9b4b-6e80-65b67c10046e

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:29 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARTIN STEVEN FRIDSON

Chartered Financial Analyst

NEW YORK, NY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FRIDSON, MARTIN, STEVEN

CHIEF INVESTMENT OFFICER

yes

03/2014

Mar 10, 2014

Apr 22, 2024

FRIDSON, MARTIN, STEVEN

MANAGING MEMBER

yes

06/2012

Mar 10, 2014

Apr 22, 2024

FRIDSONVISION LLC

Member

yes

03/2014

Mar 10, 2014

Apr 22, 2024

GORJIAN, COBBY

MANAGING MEMBER

yes

09/2010

Mar 10, 2014

Apr 22, 2024

GORJIAN, GUIDAON

Member

yes

09/2010

Mar 10, 2014

Apr 22, 2024

GORJIAN, JUSTIN, JOSEPH

MANAGING MEMBER

yes

09/2010

Mar 10, 2014

Apr 22, 2024

GORJIAN, MYRON

Member

yes

09/2010

Mar 10, 2014

Apr 22, 2024

HAKIMIAN, DANNY, PEDRAM

MANAGING MEMBER

yes

11/2010

Mar 10, 2014

Apr 22, 2024

HAKIMIAN, ROY, AHRON

MANAGING MEMBER

yes

11/2010

Mar 10, 2014

Apr 22, 2024

LIVIAN & CO.

Member

yes

03/2014

Mar 10, 2014

Apr 22, 2024

LIVIAN, MICHAEL, MOSHE

CHIEF EXECUTIVE OFFICER / CCO

yes

09/2015

Mar 10, 2014

Apr 22, 2024

LIVIAN, MICHAEL, MOSHE

CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CLASS B

yes

04/2010

Mar 10, 2014

Apr 22, 2024

DANROY, LLC

MEMBER, CLASS A

11/2010

Mar 10, 2014

Apr 22, 2024

GORJIAN CAPITAL GROUP, LLC

MEMBER, CLASS A

11/2010

Mar 10, 2014

Apr 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LIVIAN & CO., LLC

n/a

Independent wealth

$153M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$84.2M

$80.1M

n/a

2023

Mar 29, 2024

$81.0M

$78.8M

n/a

2022

Mar 28, 2023

$79.2M

$75.8M

n/a

2021

Mar 30, 2022

$88.4M

n/a

2020

Mar 25, 2021

$75.7M

n/a

2019

Mar 27, 2020

$80.4M

n/a

2018

Mar 28, 2019

$69.2M

n/a

2017

Mar 28, 2018

$79.2M

n/a

2016

Mar 23, 2017

$71.7M

n/a

2015

Mar 30, 2016

$75.8M

n/a

2014

Mar 26, 2015

$77.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$84.2M

n/a

$79.2M

2.0%

n/a