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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

LEBENTHAL PARTNERS LLC

CRD 170448

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bf217d91-5d6f-db75-2b0b-dbe76506f1a9

Data as of Feb 10, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Feb 7, 2014 to Feb 10, 2017
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2017-02-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 2
Advisory employees: 1
Accounts: 0
SEC number: 801-79208
CRD: 170448
Filings on the tape: 7
First filed: Feb 7, 2014
Latest filed: Feb 10, 2017
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLECHNER, MYLES, REID	CHIEF COMPLIANCE OFFICER	Na	yes	03/2015	Mar 31, 2015	Feb 10, 2017
GRILLO, ANDREW, J	PRESIDENT AND CHIEF OPERATING OFFICER	Na	yes	01/2014	Feb 7, 2014	Feb 10, 2017
LEBENTHAL HOLDINGS LLC	SOLE MEMBER	E	yes	01/2014	Jul 9, 2014	Feb 10, 2017

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LEBENTHAL ASSET MANAGEMENT, LLC	n/a	Former SEC adviser	$1.4B	N	yes	n/a
LEBENTHAL LISANTI CAPITAL GROWTH, LLC	n/a	Institutional manager	$432M	N	no	n/a
LEBENTHAL WEALTH ADVISORS, LLC	n/a	Former SEC adviser	$45.3M	N	yes	n/a
LEBENTHAL AND CO., INC.	n/a	n/a	n/a	N	yes	n/a
LEBENTHAL FAMILY OFFICE	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Feb 10, 2017	$0	$0	2	1	n/a	n/a	n/a
2015	Mar 9, 2016	$0	$0	2	1	n/a	n/a	n/a
2014	Mar 31, 2015	$0	$0	3	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$0	$0	n/a	n/a	n/a	2	2	n/a	n/a

Relationships

Affiliated with (5)

← LEBENTHAL ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← LEBENTHAL WEALTH ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ LISANTI CAPITAL GROWTH LLCRegistered adviserother investment adviser
factForm ADV
→ LEBENTHAL ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ LEBENTHAL WEALTH ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (3)

← GRILLO, ANDREW, JOwnerPRESIDENT AND CHIEF OPERATING OFFICER, ownership code NA, individual
Feb 7, 2014 to presentfactForm ADV
← BLECHNER, MYLES, REIDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2015 to presentfactForm ADV
← LEBENTHAL HOLDINGS LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Jul 9, 2014 to presentfactForm ADV

Dated events

Occurred
Feb 7, 2014
First Form ADV filing
Lebenthal Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bf217d91-5d6f-db75-2b0b-dbe76506f1a9
First observed: Feb 7, 2014
Last observed: Feb 10, 2017 116 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LEBENTHAL PARTNERS LLC

CRD 170448

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bf217d91-5d6f-db75-2b0b-dbe76506f1a9

Data as of Feb 10, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:42 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLECHNER, MYLES, REID

CHIEF COMPLIANCE OFFICER

yes

03/2015

Mar 31, 2015

Feb 10, 2017

GRILLO, ANDREW, J

PRESIDENT AND CHIEF OPERATING OFFICER

yes

01/2014

Feb 7, 2014

Feb 10, 2017

LEBENTHAL HOLDINGS LLC

SOLE MEMBER

yes

01/2014

Jul 9, 2014

Feb 10, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LEBENTHAL ASSET MANAGEMENT, LLC

n/a

Former SEC adviser

$1.4B

yes

n/a

LEBENTHAL LISANTI CAPITAL GROWTH, LLC

n/a

Institutional manager

$432M

n/a

LEBENTHAL WEALTH ADVISORS, LLC

n/a

Former SEC adviser

$45.3M

yes

n/a

LEBENTHAL AND CO., INC.

n/a

yes

n/a

LEBENTHAL FAMILY OFFICE

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Feb 10, 2017

n/a

2015

Mar 9, 2016

n/a

2014

Mar 31, 2015

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

n/a