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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LIVIAN & CO.

LIVIAN & CO., LLC, CRD 153771

NEW YORK, NY

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Search this name across graphsid dfx:ria:c43281b9-d852-49a3-e004-a06000168996

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 0
On other graphs: 1
Observed: Dec 15, 2011 to Apr 30, 2026
42 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Livian & Co.

Venture manager · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.67 fund_share=0.03 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $153MItem 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: $128M
Private client RAUM: $102MderivedItem 5.D individuals plus high net worth individuals
Private client share: 67%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $76.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 131
Individual clients: 0
High net worth clients: 47
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $20.6M
SEC number: 801-71406
CRD: 153771
Filings on the tape: 42
First filed: Dec 15, 2011
Latest filed: Apr 30, 2026
Organised: Limited Liability Company, NY
Website: livianco.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
PERLA B. GLANZBERG	n/a	NEW YORK, NY \| AVENTURA, FL	12	25	2	no
MICHAEL MOSHE LIVIAN	Chartered Financial Analyst	NEW YORK, NY	5	22	1	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
LIVIAN EQUITY OPPORTUNITY FUND	Hedge Fund	$2.6M	May 28, 2024	9	Jun 14, 2012	reported	021-179218
LIVIAN SETASI VENTURES SPV I LLC	Venture Capital Fund	$1.1M	May 28, 2024	14	Sep 18, 2023	reported	021-491857
LIVIAN HIGH INCOME OPPORTUNITY FUND	Hedge Fund	$1.0M	May 28, 2024	4	Jun 14, 2012	reported	021-179218

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
GORJIAN, COBBY	MANAGING MEMBER	C	yes	09/2010	Dec 15, 2011	May 28, 2024
GORJIAN, GUIDAON	Member	C	yes	09/2010	Dec 15, 2011	May 28, 2024
GORJIAN, JUSTIN, JOSEPH	MANAGING MEMBER	C	yes	09/2010	Dec 15, 2011	May 28, 2024
GORJIAN, MYRON	Member	C	yes	09/2010	Dec 15, 2011	May 28, 2024
HAKIMIAN, DANNY, PEDRAM	MANAGING MEMBER	D	yes	11/2010	Dec 15, 2011	May 28, 2024
HAKIMIAN, ROY, AHRON	MANAGING MEMBER	D	yes	11/2010	Dec 15, 2011	May 28, 2024
LIVIAN, MICHAEL, MOSHE	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CLASS B	E	yes	04/2010	Dec 15, 2011	May 28, 2024
SAFDIE, GABRIEL, ROLANDO	MANAGING MEMBER	F	yes	11/2008	Dec 15, 2011	May 28, 2024
SAFDIE, RAQUEL, HELENE	Member	C	yes	11/2008	Dec 15, 2011	May 28, 2024
SAFDIE, RUTH, DIANE	Member	C	yes	11/2008	Dec 15, 2011	May 28, 2024
DANROY, LLC	MEMBER, CLASS A	C	no	11/2010	Dec 15, 2011	May 28, 2024
GORJIAN CAPITAL GROUP, LLC	MEMBER, CLASS A	C	no	11/2010	Dec 15, 2011	May 28, 2024
GRS CHILDREN, LLC	MEMBER, CLASS A	B	no	11/2010	Dec 15, 2011	May 28, 2024
KAMKHAJI, ALBERTO, ISAAC	MEMBER, CLASS A	A	no	11/2010	Dec 15, 2011	May 28, 2024
SAFDIE, EDMOND, DANIEL	MEMBER, CLASS A	A	no	08/2014	Mar 26, 2015	May 28, 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
LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC	n/a	Independent wealth	$84.2M	Y	no	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 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$153M	$128M	5	3	0	3	n/a
2023	Mar 29, 2024	$124M	$109M	5	3	0	3	$4.6M
2022	Mar 28, 2023	$112M	$98.9M	5	3	0	2	$3.1M
2021	Mar 30, 2022	$138M	$120M	5	3	0	2	$3.9M
2020	Mar 25, 2021	$106M	$86.4M	5	3	0	2	$3.2M
2019	Mar 27, 2020	$97.0M	$77.8M	5	3	0	2	$4.8M
2018	Mar 28, 2019	$89.2M	$67.5M	5	3	0	2	$3.8M
2017	Mar 29, 2018	$100M	$76.1M	5	3	0	2	$4.3M
2016	Mar 23, 2017	$92.5M	$69.2M	5	3	n/a	2	$8.4M
2015	Mar 30, 2016	$78.7M	$54.3M	5	3	n/a	2	$9.6M
2014	Mar 26, 2015	$82.8M	$53.9M	6	3	n/a	2	$10.1M
2013	Mar 26, 2014	$77.1M	$45.0M	6	3	n/a	2	$8.8M
2012	Mar 22, 2013	$63.7M	$29.9M	4	2	n/a	2	$6.5M
2011	Mar 26, 2012	$80.6M	$18.3M	n/a	n/a	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	$153M	n/a	n/a	$112M	11.1%	5	n/a	0	n/a

Relationships

Affiliated with (2)

→ LEHMANN, LIVIAN, FRIDSON ADVISORS, LLCRegistered adviserother investment adviser, control
factForm ADV
← LEHMANN, LIVIAN, FRIDSON ADVISORS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Advises (3)

→ LIVIAN SETASI VENTURES SPV I LLCPrivate fundVenture Capital Fund, IA
Sep 18, 2023 to presentfactForm ADV
→ LIVIAN EQUITY OPPORTUNITY FUNDPrivate fundHedge Fund, IA
Jun 14, 2012 to presentfactForm ADV
→ LIVIAN HIGH INCOME OPPORTUNITY FUNDPrivate fundHedge Fund, IA
Jun 14, 2012 to presentfactForm ADV

Registered with (2)

← MICHAEL MOSHE LIVIANAdvisorregistration: current employment
Aug 24, 2021 to presentfactForm ADV
← PERLA B. GLANZBERGAdvisorregistration: current employment
Mar 7, 2014 to presentfactForm ADV

Controls (10)

← SAFDIE, GABRIEL, ROLANDOOwnerMANAGING MEMBER, ownership code F, individual
Dec 15, 2011 to May 28, 2024factForm ADV
← LIVIAN, MICHAEL, MOSHEOwnerCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CLASS B, ownership code E, individual
Dec 15, 2011 to May 28, 2024factForm ADV
← HAKIMIAN, DANNY, PEDRAMOwnerMANAGING MEMBER, ownership code D, individual
Dec 15, 2011 to May 28, 2024factForm ADV
← HAKIMIAN, ROY, AHRONOwnerMANAGING MEMBER, ownership code D, individual
Dec 15, 2011 to May 28, 2024factForm ADV
← GORJIAN, JUSTIN, JOSEPHOwnerMANAGING MEMBER, ownership code C, individual
Dec 15, 2011 to May 28, 2024factForm ADV
← GORJIAN, COBBYOwnerMANAGING MEMBER, ownership code C, individual
Dec 15, 2011 to May 28, 2024factForm ADV
← SAFDIE, RUTH, DIANEOwnerMEMBER, ownership code C, individual
Dec 15, 2011 to May 28, 2024factForm ADV
← GORJIAN, GUIDAONOwnerMEMBER, ownership code C, individual
Dec 15, 2011 to May 28, 2024factForm ADV
← GORJIAN, MYRONOwnerMEMBER, ownership code C, individual
Dec 15, 2011 to May 28, 2024factForm ADV
← SAFDIE, RAQUEL, HELENEOwnerMEMBER, ownership code C, individual
Dec 15, 2011 to May 28, 2024factForm ADV

Owns (5)

← SAFDIE, EDMOND, DANIELOwnerMEMBER, CLASS A, ownership code A, individual
Mar 26, 2015 to May 28, 2024factForm ADV
← KAMKHAJI, ALBERTO, ISAACOwnerMEMBER, CLASS A, ownership code A, individual
Dec 15, 2011 to May 28, 2024factForm ADV
← DANROY, LLCOwnerMEMBER, CLASS A, ownership code C, domestic entity
Dec 15, 2011 to May 28, 2024factForm ADV
← GORJIAN CAPITAL GROUP, LLCOwnerMEMBER, CLASS A, ownership code C, domestic entity
Dec 15, 2011 to May 28, 2024factForm ADV
← GRS CHILDREN, LLCOwnerMEMBER, CLASS A, ownership code B, domestic entity
Dec 15, 2011 to May 28, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c43281b9-d852-49a3-e004-a06000168996
First observed: Dec 15, 2011
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.

LIVIAN & CO.

LIVIAN & CO., LLC, CRD 153771

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:c43281b9-d852-49a3-e004-a06000168996

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:00 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PERLA B. GLANZBERG

n/a

NEW YORK, NY | AVENTURA, FL

MICHAEL MOSHE LIVIAN

Chartered Financial Analyst

NEW YORK, NY

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LIVIAN EQUITY OPPORTUNITY FUND

Hedge Fund

$2.6M

May 28, 2024

Jun 14, 2012

reported

021-179218

LIVIAN SETASI VENTURES SPV I LLC

Venture Capital Fund

$1.1M

May 28, 2024

Sep 18, 2023

reported

021-491857

LIVIAN HIGH INCOME OPPORTUNITY FUND

Hedge Fund

$1.0M

May 28, 2024

Jun 14, 2012

reported

021-179218

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GORJIAN, COBBY

MANAGING MEMBER

yes

09/2010

Dec 15, 2011

May 28, 2024

GORJIAN, GUIDAON

Member

yes

09/2010

Dec 15, 2011

May 28, 2024

GORJIAN, JUSTIN, JOSEPH

MANAGING MEMBER

yes

09/2010

Dec 15, 2011

May 28, 2024

GORJIAN, MYRON

Member

yes

09/2010

Dec 15, 2011

May 28, 2024

HAKIMIAN, DANNY, PEDRAM

MANAGING MEMBER

yes

11/2010

Dec 15, 2011

May 28, 2024

HAKIMIAN, ROY, AHRON

MANAGING MEMBER

yes

11/2010

Dec 15, 2011

May 28, 2024

LIVIAN, MICHAEL, MOSHE

CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CLASS B

yes

04/2010

Dec 15, 2011

May 28, 2024

SAFDIE, GABRIEL, ROLANDO

MANAGING MEMBER

yes

11/2008

Dec 15, 2011

May 28, 2024

SAFDIE, RAQUEL, HELENE

Member

yes

11/2008

Dec 15, 2011

May 28, 2024

SAFDIE, RUTH, DIANE

Member

yes

11/2008

Dec 15, 2011

May 28, 2024

DANROY, LLC

MEMBER, CLASS A

11/2010

Dec 15, 2011

May 28, 2024

GORJIAN CAPITAL GROUP, LLC

MEMBER, CLASS A

11/2010

Dec 15, 2011

May 28, 2024

GRS CHILDREN, LLC

MEMBER, CLASS A

11/2010

Dec 15, 2011

May 28, 2024

KAMKHAJI, ALBERTO, ISAAC

MEMBER, CLASS A

11/2010

Dec 15, 2011

May 28, 2024

SAFDIE, EDMOND, DANIEL

MEMBER, CLASS A

08/2014

Mar 26, 2015

May 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC

n/a

Independent wealth

$84.2M

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$153M

$128M

n/a

2023

Mar 29, 2024

$124M

$109M

$4.6M

2022

Mar 28, 2023

$112M

$98.9M

$3.1M

2021

Mar 30, 2022

$138M

$120M

$3.9M

2020

Mar 25, 2021

$106M

$86.4M

$3.2M

2019

Mar 27, 2020

$97.0M

$77.8M

$4.8M

2018

Mar 28, 2019

$89.2M

$67.5M

$3.8M

2017

Mar 29, 2018

$100M

$76.1M

$4.3M

2016

Mar 23, 2017

$92.5M

$69.2M

n/a

$8.4M

2015

Mar 30, 2016

$78.7M

$54.3M

n/a

$9.6M

2014

Mar 26, 2015

$82.8M

$53.9M

n/a

$10.1M

2013

Mar 26, 2014

$77.1M

$45.0M

n/a

$8.8M

2012

Mar 22, 2013

$63.7M

$29.9M

n/a

$6.5M

2011

Mar 26, 2012

$80.6M

$18.3M

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

$153M

n/a

$112M

11.1%

n/a