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| Lantern Wealth Advisors LLC
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| |
|---|---|
| CRD # | 147420 |
| SEC # | 801-79035 |
| CIK # | 0001950218 |
| AUM | $228.0 MM (2024-03-29) |
| Employees | 14 (93% Investors, 79% Brokers) |
| Phone | 631-454-2000 |
| Address | 35 Pinelawn Road Melville, NY 11747 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001950218 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 8.3 | |
| Blackstone Group LP | 69,051.8 | 4.6 | |
| Amazon Com Inc | 1,092,997.8 | 3.4 | |
| Schwab Charles Corp | 121,688.8 | 3.0 | |
| Alphabet Inc | 1,475,138.5 | 3.0 | |
| J P Morgan Chase & Co | 340,169.2 | 2.7 | |
| Microsoft Corp | 1,918,222.4 | 2.5 | |
| AbbVie Inc | 269,466.6 | 2.3 | |
| Mastercard Inc | 309,583.1 | 1.6 | |
| Alphabet Inc | 1,482,566.4 | 1.5 | |
| Nvidia Corp | 399,550.0 | 1.5 | |
| FPL Group Inc | 150,166.4 | 1.5 | |
| Facebook Inc | 434,852.0 | 1.5 | |
| Home Depot Inc | 277,648.0 | 1.4 | |
| Comcast Corp | 175,303.0 | 1.4 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 32.4 |
| (b) Individuals (high net worth individuals) | 58 | 158.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 5.1 |
| (h) Charitable organizations | 3 | 31.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 177 | 228.0 |
| By Discretionary | ||
| Discretionary | 174 | 222.8 |
| Non-Discretionary | 3 | 5.1 |
| Total | 177 | 228.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.0 | |
| Total | 177 | 228.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001950218] |
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