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Lebenthal Global Advisors, LLC

Lebenthal Global Advisors, LLC. CRD 283303

Lebenthal Global Advisors, LLC logo

CRD: 283303

Lebenthal Global Advisors, LLC

Hauppauge, NY, 11788
5167851800
www.lebenthal.com
$971.8M Total AUM
$948.7M Disc. AUM
9.9% 3Y CAGR
30 Employees
2,465 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Raymond James
Clients
Retail and Institutional
Platforms
--
Established Date
05-31-2017
Office Locations
11

Office Locations

1375 Gateway Blvd Suite 13 Boynton Beach FL
200 Parkway Drive South Suite 200 Hauppauge NY
275 Madison Avenue Suite 1200 NEW York NY

About Lebenthal Global Advisors, LLC

Lebenthal is a New Yorkbased independent wealth platform spanning Lebenthal Financial Services (full-service broker-dealer), Lebenthal Global Advisors, and a dedicated planning team. They deliver goal-driven portfolio management and financial planningretirement, estate, tax, insurance, and educationgrounded in a disciplined, responsible, long-term approach. Serves clients nationwide with offices beyond NY and supports retail and institutional relationships (Schwab, Raymond James).

Team overview

46 AVG AGE
$36.0M AVG AUM / ADVISOR
$394.3K AVG AUM / CLIENT
4.5 yrs AVG TENURE
30 Employees
27 Advisory Reps
27 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Signal insight Prime momentum Fusion radial Ridge

Custodian

Catalyst Meridian zenith Capital matrix Pioneer Zenith

Investment Themes

Oak Focus

Investment Vehicles

Frontier

Platform

Vertex

Services

Vertex focus Crest Peak catalyst Momentum Timber Meridian

Owner & Executives

DOMINICK TAVELLA

DOMINICK TAVELLA

Chief Investment Officer, Managing Member, Owner, President

CRD
#1069864
Ownership
50% but less than 75%
(817) 741-8911
fusion.bridge@harborcapital.com
in linkedin.com/in/radial-focus
M

MICHAEL AVERY HARTZMAN

Chief Compliance Officer, Owner, President, VICE PRESIDENT

CRD
#2216133
Ownership
25% but less than 50%
(696) 751-8366
harbor.zenith@bridgecapital.com
in linkedin.com/in/zenith-glacier
R

Radial ember

Matrix frontier momentum

CRD
#87662
Ownership
36.8%
(213) 774-7038
eagle.horizon@radialcapital.com
in linkedin.com/in/peak-vital

Showing 2 of 4 owners & executives

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Contacts

E

ELY BANGIYEV

Principal

CRD
#6424328
(845) 486-8431
vertex.eagle@frontiercapital.com
in linkedin.com/in/crest-vital
R

RANDOLPH GEORGE BELONZI

--

CRD
#1651730
(473) 500-3749
harbor.vertex@legacycapital.com
in linkedin.com/in/pathway-wave
O

Oak ember

Alpha quantum matrix

CRD
#15865
(953) 442-9268
element.signal@matrixcapital.com
in linkedin.com/in/oak-matrix

Showing 2 of 26 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-11-2022
12-12-2023
10-14-2024
07-10-2025
03-12-2026
Category Assets AVG. Account size
Discretionary $948,706,733 $268,984
Non-Discretionary $23,141,703 $1,217,984
Total $971,848,436 $274,069

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Separately Managed Accounts

Total SMA Asset: $971,848,436

$971.8M Total SMA
Public Funds:
12.3%
Equity - Exchange:
25.4%
Cash:
6.0%
Municipal Bonds:
16.5%
Other:
20.6%
U.S. Government/Agency:
19.2%
Asset class Assets Assets %
Public Funds $1,089,384,742 12.3%
Equity - Exchange $2,249,623,776 25.4%
Cash $531,407,191 6.0%
Municipal Bonds $1,461,369,776 16.5%
Other $1,824,498,023 20.6%
U.S. Government/Agency $1,700,503,011 19.2%
Total $8,856,786,519 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
SUMMIT FUSION ZENITH TIMBER TIMBER NOCR92YYP WIBX 7.79% $71,141,274
VECTOR SIGNAL CAPITAL WAVE VECTOR ED9KT8J7V CWFH 4.97% $76,142,908
VITAL ALPHA VITAL ALPHA PRIME CTYSE1W6K BSO 1.16% $88,431,028
CREST HORIZON ALPHA HORIZON ATLAS LFB4GB3TA BDM 4.19% $13,194,482
CREST PIONEER SIGNAL CAPITAL FUSION MWHAUSLPE KAK 8.76% $29,604,254
ALPHA RADIAL FOUNDATION NORTH QUV8B0ZB4 HKAO 10.92% $12,820,611
EMBER ELEMENT HARBOR FOUNDATION MOMENTUM HMF204HLE VHUJ 8.34% $26,703,244
QUANTUM PIONEER OPTIMA FOCUS P6IDGUUMI ZVEVJ 8.52% $115,457,710

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