# Lebenthal Global Advisors, LLC

> Lebenthal Global Advisors, LLC is an SEC-registered investment advisory firm in Hauppauge, NY, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 283303
- Filed as: LEBENTHAL GLOBAL ADVISORS, LLC
- Also doing business as: RHINO WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hauppauge, NY
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283303
- AdvisorCensus page: https://advisorcensus.com/firm/lebenthal-global-advisors-llc-hauppauge-ny-283303

## Quick answers

**How is Lebenthal Global Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lebenthal Global Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lebenthal Global Advisors, LLC located?**
Lebenthal Global Advisors, LLC's principal office is in Hauppauge, NY, according to its Form ADV; the April 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is Lebenthal Global Advisors, LLC registered with the SEC or a state?**
Lebenthal Global Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 283303.

**How much does Lebenthal Global Advisors, LLC manage?**
Lebenthal Global Advisors, LLC reports $971,848,436 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (98% discretionary).

**How have Lebenthal Global Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Lebenthal Global Advisors, LLC: Regulatory assets under management: $581,497,812 in the October 2021 data and $971,848,436 in the October 2026 data, up 67%. Total employees: 25 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lebenthal Global Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,165); high net worth individuals (220); pension and profit sharing plans (but not the plan participants or government pension plans) (80).

**Which custodians does Lebenthal Global Advisors, LLC use?**
Lebenthal Global Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Lebenthal Global Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283303

**What changed in Lebenthal Global Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 24 to 27. Regulatory assets under management went from $819,985,389 to $971,848,436 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $971,848,436
- Discretionary: $948,706,733
- Non-discretionary: $23,141,703

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,165 | $385,404,650 |
| High net worth individuals | 220 | $478,481,893 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 80 | $107,961,893 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 30 total, 27 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, CT, DE, FL, GA, IN, MA, MD, ME, MI, NC, NH, NJ, NV, NY, PA, RI, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Astoria, NY
- Boynton Beach, FL
- Jericho, NY
- Marco Island, FL
- New York, NY
- Norfolk, VA

### Websites listed on Form ADV (Item 1.I)
- lebenthal.com
- tracybyrneswealth.com
- LinkedIn @lebenthal-global-advisors-llc
- YouTube @UCaS65tWB5AOau0aARGUTG5A

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $581,497,812 | 25 | May 5, 2021 |
| October 2022 | $709,351,083 | 28 | May 6, 2022 |
| October 2023 | $637,425,770 | 20 | September 20, 2023 |
| October 2024 | $713,494,038 | 24 | August 9, 2024 |
| October 2025 | $819,985,389 | 26 | July 10, 2025 |
| October 2026 | $971,848,436 | 30 | March 12, 2026 |

Regulatory assets under management: $581,497,812 in the October 2021 data and $971,848,436 in the October 2026 data, up 67%.
Total employees: 25 in October 2021 and 30 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 24 to 27.
- Regulatory assets under management went from $819,985,389 to $971,848,436 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lebenthal Global Advisors, LLC (CRD 283303): Form ADV filing data as of October 2026.