Lehmann, Livian, Fridson Advisors

Lehmann, Livian, Fridson Advisors

Lehmann, Livian, Fridson Advisors was established on June 19, 2013 as a joint entity owned by Livian & Co., LLC and FridsonVision, LLC. Michael Livian, who previously headed asset management at Safdie Investment Services Corp., founded the firm alongside Martin Fridson. The structure combines Livian's quantitative finance background with Fridson's record in high-yield analysis and publishing. The firm allocates across private credit, real estate, distressed situations, fund-of-funds vehicles, and natural resources. Emphasis rests on income securities and fixed income instruments selected for durability through inflation and market cycles. Geographic exposure centers on North America. No specific portfolio holdings or co-investors appear in public materials. The team comprises the two senior principals plus supporting professionals based at the New York headquarters. Michael Livian and Martin Fridson both hold CFA charters and maintain affiliations with the New York Society of Security Analysts. No additional offices or adjacent philanthropic vehicles are disclosed. No operational events from the last 24 months are recorded. The ownership model ties the firm directly to the two founding entities rather than a single family branch, creating a multi-client platform governed by the principals' combined mandates in credit and quantitative methods.