Investment adviser · CRD 146332

LEBENTHAL ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Jul 7, 2017

Regulatory AUM
$1.42B
Form ADV · Item 5.F
Client accounts
1,418
Accounts, not individual clients
Employees
19
Reported in this filing
Advisory professionals
15
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 7, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Subscription · Performance-based

Principal office

410 PARK AVE, SUITE 610
NEW YORK, NY, 10022, United States

CRD 146332

Filing source

Form ADV 1126229 · Jul 7, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.