Feedback
Share
Link
Link copied!
Fund Codex
Lebenthal Global Advisors, LLC
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Lebenthal Global Advisors, LLC Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Hauppauge, New York
$412.3 million AUM
7 offices

Lebenthal Global Advisors, LLC is based in Hauppauge, New York and has $412.3 million in assets under management.

Location
200 Parkway Drive South, Suite 200
Hauppauge, NY 11788
$412.3 million
AUM
18
Employees
AUM Share
Link
Link copied!
Back to Top
$412,326,000
Assets under management
2,171 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 1,399 $308,934,500 75% $220,825
High net worth individuals 64 $93,778,000 23% $1,465,281
Pension and profit sharing plans 10 $9,613,500 2% $961,350
Employees Share
Link
Link copied!
Back to Top
18
Employees
15
Investment analysts
83% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$412,326,000
Assets under management
$22,907,000
AUM per employee
$27,488,400
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Lebenthal Global Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Lebenthal Global Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Firm data Share
Link
Link copied!
CRD number 283,303
SEC number 801-110652
Legal structure Limited Liability Company
Legal governance New York, United States
Latest ADV filing date March 26, 2020

Other Funds

See all...
Gsam Stable Value, LLC
Fund: $53,605,054,837
Hurley Financial Group, Inc.
Fund: $217,502,500
Heard Capital LLC
Fund: $196,871,198
Quadrangle Group LLC
Fund: $184,630,994
Altas Medical GP Partnership
Fund: Under $1 billion
Waud Capital Partners
Fund: $3,203,858,477
Punch Card Management
Fund: $464,541,523

Additional Funds

See all...
Reliant Consulting & Research, Inc.
Fund: Under $1 billion
GWYNN Management CO
Fund: $243,755,496
Investment Cards Ria L.L.C.
Fund: Under $1 billion
Barnes Wealth Management Group
Fund: $120,848,517
Egi Financial, Inc.
Fund: $176,208,485
Onyx Equity Management
Fund: Under $1 billion
Anacap Financial Partners Limited
Fund: Under $1 billion
B. & L. Asset Management, LLC
Fund: $172,380,653

All of Fund Codex

See all...

Similar Funds to Lebenthal Global Advisors, LLC

See all...
Lebenthal Partners LLC
Fund: Under $1 billion
Indigo Global Advisors, LLC
Fund: Under $1 billion
Integra Global Advisors LLC
Fund: $392,927,645
Global Macro Advisor LLC
Fund: Under $1 billion
Yorkville Advisors Global, LP
Fund: Under $1 billion
Lebenthal Asset Management, LLC
Fund: $1,419,899,992
Avenue Global Advisors LLC
Fund: Under $1 billion
Lebenthal Global Advisors, LLC
Fund: $412,326,000