LEBENTHAL GLOBAL ADVISORS, LLC
Firm details
- Headquarters
- HAUPPAUGE, New York
- CRD number
- 283303
- Registered since
- May 31, 2017
- Website
- www.lebenthal.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI49.23%
- Individuals39.66%
- Pension & Profit Sharing Plans11.11%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Lebenthal Global Advisors, LLC is a privately held investment adviser that provides portfolio management to individuals, families and small businesses, and offers pension consulting services to institutional clients. The firm has been SEC-registered since 2017 and operates as an LLC under individual ownership. Fee arrangements include both percentage-of-AUM billing and fixed fees. Lebenthal reports affiliations with broker-dealers, other investment advisers and an insurance company, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities18%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
2 of 2MICHAEL TAVELLA
Chief Financial OfficerCRD 6106362
DOMINICK TAVELLA
President, CIOCRD 1069864
Contacts
3 of 24WILLIAM GERMANAKOS
Regional ManagerCRD 2636755
THOMAS KATOVITZ
Compliance Officer, Operations ManagerCRD 1136616
DAVID WALKER
Investment Advisor RepresentativeCRD 6193025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$574M in ETFs
76%
$438M
21%
$136M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $50M | 76,957 | 8.73% |
Location
HAUPPAUGE, NY
SUFFOLK
Location
HAUPPAUGE, NY
Headquartered in HAUPPAUGE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- SUFFOLK
- Address
- 200 Parkway Dr S
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.
RIAHAUPPAUGE, NY
UNITED FINANCIAL PLANNING GROUP LLC
RIAHAUPPAUGE, NY
NESTEGG ADVISORS, INC.
RIAHAUPPAUGE, NY
CFM ADVISORS INC
RIAHAUPPAUGE, NY
PARTNERS CAPITAL SERVICES, INC.
RIAHAUPPAUGE, NY
CONRAD CAPITAL MANAGEMENT, INC.
RIAHAUPPAUGE, NY