Lebenthal Global Advisors, LLC
● SEC registered since 2017CRD 283303SEC# 801-110652Hauppauge, NY
Reg. AUM
$971.8M
Employees
30
Accounts
3,546
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 $971.8 million in regulatory assets under management and employs 30 people.
Lebenthal Global Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dominick Tavella Control | President, Owner, Managing Member | 50-75% | 2016 |
| Michael Avery Hartzman Control | Vice President, Owner | 25-50% | 2016 |
| Michael John Tavella Control | Chief Financial Officer | Under 5% | 2017 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Lebenthal Global Advisors, LLC manage?
Lebenthal Global Advisors, LLC reports $971.8 million in regulatory assets under management on its Form ADV.
How many employees does Lebenthal Global Advisors, LLC have?
Lebenthal Global Advisors, LLC reports 30 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
| Address | 200 Parkway Drive South, Suite 200, Hauppauge, NY 11788 |
| Phone | 516-785-1800 |
| Fax | 518-657-3149 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$971.8M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$971.8Mregulatory AUM
Discretionary $948.7MNon-discretionary $23.1M