Lebenthal Global Advisors is an investment advisor in Hauppauge with $709.35 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
811576085
SEC advisor number
801-110652
FINRA CRD number
283303
AUM ?
$713.49 mm
(as of 10 Apr 24)
Accounts
3,176
(as of 10 Apr 24)
Employees
24
(21 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Apr 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22