|
⚲
|
| Lebenthal Global Advisors LLC
✚
| |
|---|---|
| CRD # | 283303 |
| SEC # | 801-110652 |
| CIK # | 0001845766 |
| AUM | $713.5 MM (2024-08-09) |
| Employees | 24 (88% Investors, 54% Brokers) |
| Phone | 516-785-1800 |
| Address | 200 Parkway Drive South Hauppauge, NY 11788 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 10.4 | |
| NVDA | 399,550.0 | 6.3 | |
| GOOGL | 1,475,138.5 | 3.2 | |
| META | 434,852.0 | 2.7 | |
| MSFT | 1,918,222.4 | 2.7 | |
| MCK | 46,168.4 | 2.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,928 | 337.0 |
| (b) Individuals (high net worth individuals) | 153 | 291.4 |
| (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 | 83 | 85.1 |
| (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 | 3,176 | 713.5 |
| By Discretionary | ||
| Discretionary | 3,155 | 691.2 |
| Non-Discretionary | 21 | 22.3 |
| Total | 3,176 | 713.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 713.5 | |
| Total | 3,176 | 713.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001845766] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Lebenthal Global Advisors LLC
✚
|
NY | 0.7 |
|
Lebenthal Diversified Asset Management Inc
✚
|
NY | 0.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Trivium Point Advisory LLC
✚
|
CT | 0.7 |
|
Ignite Planners LLC
✚
|
CA | 0.7 |
|
Glen Eagle Advisors LLC
✚
|
NJ | 0.7 |
|
Lighthouse Financial Advisors Inc
✚
|
NJ | 0.7 |
|
DB Root & Company LLC
✚
|
PA | 0.7 |
|
Investmark Advisory Group LLC
✚
|
CT | 0.7 |
|
Sage Rhino Capital LLC
✚
|
CA | 0.7 |
|
Marquette Asset Management LLC
✚
|
MN | 0.7 |
|
Leonard Rickey Investment Advisors PLLC
✚
|
WA | 0.7 |
|
Bass and Bell Inc
✚
|
AR | 0.7 |