Investment adviser · CRD 160437

LGT CAPITAL PARTNERS (USA) INC.

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Apr 22, 2026

Regulatory AUM: $59.8B
Client accounts: 168
Employees: 78
Advisory professionals: 49

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Other investment advisers	Fewer than 5	$54,729,752,318	91.6%
Other clients	Fewer than 5	$2,196,618,598	3.7%
Government entities	Fewer than 5	$2,139,376,534	3.6%
Corporations & businesses	Fewer than 5	$567,851,920	0.9%
Charities	Fewer than 5	$96,693,715	0.2%
Pooled investment vehicles	2	$48,051,974	0.1%

Filing source

Form ADV 2089265 · Apr 22, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

20 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CROWN SMALL CAP REAL ESTATE FUND II - T, LPReal Estate Fund · Last reported Apr 22, 2026$5.22MGross asset value

Fund administrator LGT FUND MANAGERS (IRELAND) LIMITED DUBLIN, Ireland Investor statements: Yes (provided to all investors) Related to adviser: Yes

Auditor PRICEWATERHOUSECOOPERS AG ZURICH, Switzerland

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS AG
PCAOB 1358

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

Fund details & source

Fund ID: 805-6263087180
Reported beneficial owners: 2
Minimum commitment: $5M
Form D file number: 021-219485

Form ADV 2089265 · Apr 22, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CROWN GLOBAL SECONDARIES II PLCPrivate Equity Fund · Last reported Mar 28, 2013$1.08BGross asset value

Fund administrator LGT FUND MANAGERS (IRELAND) LIMITED DUBLIN, Ireland Investor statements: No (provided to no investors) Related to adviser: Yes

Auditor PRICEWATERHOUSECOOPERS DUBLIN, Ireland

Custodian CREDIT SUISSE INTERNATIONAL, DUBLIN BRANCH DUBLIN, Ireland Related to adviser: No

Marketer LGT CAPITAL PARTNERS LTD PFAEFFIKON, Switzerland Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

LGT CAPITAL PARTNERS LTD
CRD 162360

Fund details & source

Fund ID: 805-4708010082
Reported beneficial owners: 103
Minimum commitment: $330K

Form ADV 717345 · Mar 28, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CROWN ALTERNATIVE STRATEGIES SPC/CROWN MANAGED FUTURES MASTER SPHedge Fund · Last reported Aug 21, 2012$1.07BGross asset value

Feeder funds

CROWN ALPHA PLC/CROWN MANAGED FUTURES SUB FUND
CROWN ALTERNATIVE INVESTMENT SPC/CROWN MANAGED FUTURES SP

Fund administrator NAV CONSULTING, INC. OAK BROOK, Illinois, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS GEORGE TOWN, Cayman Islands

Custodian LGT BANK IN LIECHTENSTEIN LTD. VADUZ, Liechtenstein Related to adviser: Yes

Marketer CREDIT SUISSE AG ZURICH, Switzerland Related to adviser: No

Marketer LGT BANK IN LIECHTENSTEIN (CAYMAN) LIMITED GEORGE TOWN, Cayman Islands Related to adviser: Yes

Marketer LGT BANK IN LIECHTENSTEIN LTD. VADUZ, Liechtenstein Related to adviser: Yes

Marketer LGT BANK (SINGAPORE) LTD SINGAPORE, Singapore Related to adviser: Yes

Marketer LGT BANK (SWITZERLAND) LTD. BASEL, Switzerland Related to adviser: Yes

Marketer LGT CAPITAL PARTNERS LTD PFAEFFIKON, Switzerland Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

Fund details & source

Fund ID: 805-5111556252
Reported beneficial owners: 79
Minimum commitment: $50K

Form ADV 660012 · Aug 21, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CROWN ALTERNATIVE STRATEGIES SPC/CROWN GLOBAL MACRO MASTER SPHedge Fund · Last reported Aug 21, 2012$475MGross asset value

Fund administrator CREDIT SUISSE ADMINISTRATION SERVICES (IRELAND) LIMITED DUBLIN, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS GEORGE TOWN, Cayman Islands

Custodian CREDIT SUISSE INTERNATIONAL, DUBLIN BRANCH DUBLIN, Ireland Related to adviser: No

Marketer LGT BANK IN LIECHTENSTEIN (CAYMAN) LIMITED GEORGE TOWN, Cayman Islands Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

Fund details & source

Fund ID: 805-5020659251
Reported beneficial owners: 6
Minimum commitment: $50K

Form ADV 660012 · Aug 21, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CROWN PREMIUM PRIVATE EQUITY III SICAVPrivate Equity Fund · Last reported Aug 21, 2012$442MGross asset value

Fund administrator WARBURG INVEST LUXEMBOURG S.A. LUXEMBOURG, Luxembourg Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS S.A.R.L. LUXEMBOURG, Luxembourg

Custodian M.M. WARBURG & CO LUXEMBOURG S.A. LUXEMBOURG, Luxembourg Related to adviser: No

Marketer LGT CAPITAL PARTNERS LTD PFAEFFIKON, Switzerland Related to adviser: Yes

Marketer SOLUTIO AG, ANLAGEKONZEPTE FUER INSTITUTIONEN GRUENWALD, Germany Related to adviser: No

Marketer WARBURG ALTERNATIVE INVESTMENTS LTD. ZURICH, Switzerland Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

Fund details & source

Fund ID: 805-4993267975
Reported beneficial owners: 37
Minimum commitment: $6.49M

Form ADV 660012 · Aug 21, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CROWN PREMIUM IV BETEILIGUNGSTREUHAND SARLPrivate Equity Fund · Last reported Aug 21, 2012$331MGross asset value

Feeder funds

CROWN PREMIUM PRIVATE EQUITY IV SICAF
CROWN PREMIUM PRIVATE EQUITY IV SICAV

Fund administrator WARBURG INVEST LUXEMBOURG S.A. LUXEMBOURG, Luxembourg Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS S.A.R.L. LUXEMBOURG, Luxembourg

Custodian M.M. WARBURG & CO LUXEMBOURG S.A. LUXEMBOURG, Luxembourg Related to adviser: No

Marketer LGT CAPITAL PARTNERS LTD PFAEFFIKON, Switzerland Related to adviser: Yes

Marketer SOLUTIO AG, ANLAGEKONZEPTE FUER INSTITUTIONEN GRUENWALD, Germany Related to adviser: No

Marketer WARBURG ALTERNATIVE INVESTMENTS LTD. ZURICH, Switzerland Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

Fund details & source

Fund ID: 805-4303200700
Reported beneficial owners: 53
Minimum commitment: $6.49M

Form ADV 660012 · Aug 21, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CROWN ASIA-PACIFIC PRIVATE EQUITY PLCPrivate Equity Fund · Last reported Aug 21, 2012$298MGross asset value

Fund administrator LGT FUND MANAGERS (IRELAND) LIMITED DUBLIN, Ireland Investor statements: No (provided to no investors) Related to adviser: Yes

Auditor PRICEWATERHOUSECOOPERS DUBLIN, Ireland

Custodian CREDIT SUISSE INTERNATIONAL, DUBLIN BRANCH DUBLIN, Ireland Related to adviser: No

Marketer LGT CAPITAL PARTNERS LTD PFAEFFIKON, Switzerland Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

Fund details & source

Fund ID: 805-8123473905
Reported beneficial owners: 25
Minimum commitment: $325K

Form ADV 660012 · Aug 21, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 22, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

1133 AVENUE OF THE AMERICAS, 30TH FLOOR
NEW YORK, NY, 10036-6710, United States

CRD 160437

Filing source

Form ADV 2089265 · Apr 22, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.