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| Lebenthal Global Advisors LLC
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|---|---|
| CRD # | 283303 |
| SEC # | 801-110652 |
| CIK # | 0001845766 |
| AUM | 971.8 M (2026-03-12) |
| Employees | 30 (90% Investors, 47% Brokers) |
| Phone | 516-785-1800 |
| Address | 200 Parkway Drive South Hauppauge, NY 11788 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.3 | ||
| Nvidia Corp | 9.9 | ||
| Lilly Eli & Co | 5.1 | ||
| Alphabet Inc | 4.9 | ||
| Quanta Services Inc | 4.8 | ||
| J P Morgan Chase & Co | 4.7 | ||
| Microsoft Corp | 4.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,165 | 385.4 |
| (b) Individuals (high net worth individuals) | 220 | 478.5 |
| (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 | 80 | 108.0 |
| (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 | 3,546 | 971.8 |
| By Discretionary | ||
| Discretionary | 3,527 | 948.7 |
| Non-Discretionary | 19 | 23.1 |
| Total | 3,546 | 971.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 971.8 | |
| Total | 3,546 | 971.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001845766] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Lebenthal Global Advisors LLC
✚
|
NY | 971.8 M |
|
Lebenthal Diversified Asset Management Inc
✚
|
NY | 883.7 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Summit Wealth & Retirement Planning Inc
✚
|
ID | 978.1 M |
|
MBE Wealth Management LLC
✚
|
WI | 977.1 M |
|
MAIA Wealth LLC
✚
|
CO | 973.0 M |
|
Franklin Managed Options Strategies LLC
✚
|
CT | 972.5 M |
|
Elk River Wealth Management LLC
✚
|
CO | 971.3 M |
|
The Arkansas Financial Group Inc
✚
|
AR | 971.1 M |
|
Columbus Macro LLC
✚
|
970.3 M | |
|
Carrera Capital Advisors LLC
✚
|
MI | 968.7 M |
|
Lifeworks Advisors LLC
✚
|
MI | 966.7 M |
|
Blueprint Financial Advisors LLC
✚
|
NC | 966.6 M |