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LEBENTHAL GLOBAL ADVISORS, LLC
CRD 283303File 801-110652
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$971.8M
Above cohort median (national)
Discretionary AUM
$948.7M
Non-discretionary $23.1M
Clients
2,465
3,546 accounts
Employees
30
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 31, 2017
- Principal office
- 200 PARKWAY DRIVE SOUTH, SUITE 200, HAUPPAUGE, NY, 11788
- Phone
- 516-785-1800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $971.8M
- Discretionary AUM
- $948.7M
- Non-discretionary AUM
- $23.1M
- Discretionary accounts
- 3,527
- Non-discretionary accounts
- 19
- Total accounts
- 3,546
- AUM per client
- $394K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 220 | $478.5M |
| Pension and profit sharing plans | 80 | $108.0M |
| Individuals (other than high net worth individuals) | 2,165 | $385.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.