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Lebenthal Global Advisors, LLC

● SEC registered since 2017CRD 283303SEC# 801-110652Hauppauge, NY
Export (members)
Reg. AUM
$820M
Employees
26
Accounts
3,279
Location
Hauppauge, NY

Lebenthal Global Advisors, LLC assets under management

Lebenthal Global Advisors, LLC is a registered investment adviser overseen by the SEC based in Hauppauge, NY. The firm has been registered since 2017. It reports $820 million in regulatory assets under management and employs 26 people.
www.youtube.com/channel/ucas65twb5aoau0aargutg5aView on SEC.gov ↗

Lebenthal Global Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Dominick Tavella ControlPresident, Owner, Managing Member50-75%2016
Michael Avery Hartzman ControlVice President, Owner25-50%2016
Michael John Tavella ControlChief Financial OfficerUnder 5%2017
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Frequently asked questions

How much does Lebenthal Global Advisors, LLC manage?

Lebenthal Global Advisors, LLC reports $820 million in regulatory assets under management on its Form ADV.

How many employees does Lebenthal Global Advisors, LLC have?

Lebenthal Global Advisors, LLC reports 26 employees.

Where is Lebenthal Global Advisors, LLC located?

Lebenthal Global Advisors, LLC is based in Hauppauge, NY and has been SEC-registered since 2017.

Does Lebenthal Global Advisors, LLC disclose fund performance?

Lebenthal Global Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Parkway Drive South, Suite 200, Hauppauge, NY 11788
Phone516-785-1800
Fax518-657-3149
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$801.4M
Non-discretionary$18.6M
Total (RAUM)$820M