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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lebenthal Global Advisors LLC
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|---|---|
| CRD # | 283303 |
| SEC # | 801-110652 |
| CIK # | 0001845766 |
| AUM | $820.0 M (2025-07-10) |
| Employees | 26 (92% Investors, 54% Brokers) |
| Phone | 516-785-1800 |
| Address | 200 Parkway Drive South Hauppauge, NY 11788 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.4 | ||
| Nvidia Corp | 7.0 | ||
| Facebook Inc | 5.2 | ||
| Microsoft Corp | 3.9 | ||
| Oracle Corp | 3.6 | ||
| Amazon Com Inc | 3.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,007 | 341.4 |
| (b) Individuals (high net worth individuals) | 194 | 385.1 |
| (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 | 75 | 93.4 |
| (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 | 3,279 | 820.0 |
| By Discretionary | ||
| Discretionary | 3,262 | 801.4 |
| Non-Discretionary | 17 | 18.6 |
| Total | 3,279 | 820.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 820.0 | |
| Total | 3,279 | 820.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001845766] |
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|---|---|---|
|
Lebenthal Global Advisors LLC
✚
|
NY | 0.8 |
|
Lebenthal Diversified Asset Management Inc
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|
NY | 0.8 |
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