Lebenthal Asset Management Inc

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Assets, Funds, Holdings

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Lebenthal Asset Management Inc
CRD #111088
SEC #801-46143
CIK #0001633883
AUM
Employees
Phone212-748-5500
Address120 Broadway
New York, NY 10271-0005
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
2502001501005001999200720152024
Sector Form 13F Holdings Value ($M)
Apple Inc 20.1
Exxon Mobil Corp 19.7
International Business Machines Corp 13.7
FPL Group Inc 13.4
Chevron Corp 11.8
General Electric Co 11.6
Johnson & Johnson 10.8
Wells Fargo & Co/MN 10.5
AbbVie Inc 9.6
Intel Corp 9.6
View All
Holdings by Sector ($M)
1600128096064032002015201620172018
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(h) Charitable organizations 0 0.0
(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 93 243.7
By Discretionary
Discretionary 93 243.7
Non-Discretionary 0 0.0
Total 93 243.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 243.7
Total 93 243.7
EDGAR Form CIK 2011 - 2025
13F-HR [0001633883]
13F-NT [0001633883]
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