RIA Intel›Advisers›New York›LEBENTHAL GLOBAL ADVISORS, LLC

LEBENTHAL GLOBAL ADVISORS, LLC

Advisory

N·HAUPPAUGE, NY

Data as of Mar 10, 2026 · Source: SEC Form ADV

Total AUM

$972M

1-Year AUM Growth

+11.9%

3-Year CAGR

+7.3%

Employees

27

Assets Under Management

Total AUM$972M

Discretionary AUM$949M

Non-Discretionary AUM$23M

Discretionary %97.6%

Total Clients2,276

Team

Total Employees27

Investment Advisers30

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record34

First FilingMay 17, 2017

Latest FilingMar 10, 2026

🔒 Full AUM trend chart and 34 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LEBENTHAL GLOBAL ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.