LANTERN WEALTH ADVISORS, LLC
CRD #147420 SEC #801-79035 MELVILLE, NY 631-454-2000
SEC Registered
Total AUM
$265.5M
Discretionary
$258M
Employees
20
Clients
0
Accounts
379
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 20, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LANTON, KEITH, MICHAEL | I | PRESIDENT | NA | Control |
| LANTON, KEITH, MICHAEL | I | PRESIDENT | NA | Control |
| LANTON, KEITH, MICHAEL | I | PRESIDENT | NA | Control |
| LANTON, KEITH, MICHAEL | I | PRESIDENT | NA | Control |
| LANTON, KEITH, MICHAEL | I | PRESIDENT | NA | Control |
| LANTON, KEITH, MICHAEL | I | PRESIDENT | NA | Control |
| LANTON, KEITH, MICHAEL | I | PRESIDENT | NA | Control |
| SHEFTEL, WENDY, DIANE | I | ASSOCIATE COMPLIANCE OFFICER | NA | Control |
| SHEFTEL, WENDY, DIANE | I | ASSOCIATE COMPLIANCE OFFICER | NA | Control |
| SHEFTEL, WENDY, DIANE | I | ASSOCIATE COMPLIANCE OFFICER | NA | Control |
| SHEFTEL, WENDY, DIANE | I | ASSOCIATE COMPLIANCE OFFICER | NA | Control |
| SHEFTEL, WENDY, DIANE | I | ASSOCIATE COMPLIANCE OFFICER | NA | Control |
| SHEFTEL, WENDY, DIANE | I | ASSOCIATE COMPLIANCE OFFICER | NA | Control |
| SHEFTEL, WENDY, DIANE | I | ASSOCIATE COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STASCO, DAPHNE JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WISNIEWSKI, MARTIN, JOSEPH | I | MEMBER | NA | |
| WISNIEWSKI, MARTIN, JOSEPH | I | MEMBER | NA | |
| WISNIEWSKI, MARTIN, JOSEPH | I | MEMBER | NA | |
| WISNIEWSKI, MARTIN, JOSEPH | I | MEMBER | NA | |
| WISNIEWSKI, MARTIN, JOSEPH | I | MEMBER | NA | |
| WISNIEWSKI, MARTIN, JOSEPH | I | MEMBER | NA | |
| WISNIEWSKI, MARTIN, JOSEPH | I | MEMBER | NA | |
| WISNIEWSKI, MARTIN, JOSEPH | I | MEMBER | NA | |
| WISNIEWSKI, MARTIN, JOSEPH | I | MEMBER | NA | |
| WISNIEWSKI, MARTIN, JOSEPH | I | MEMBER | NA | |
| PERCHERON ASSET MANAGEMENT GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| PERCHERON ASSET MANAGEMENT GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| PERCHERON ASSET MANAGEMENT GROUP, INC. | DE | MEMBER | E | Control |
| PERCHERON ASSET MANAGEMENT GROUP, INC. | DE | MEMBER | E | Control |
| PERCHERON ASSET MANAGEMENT GROUP, INC. | DE | MEMBER | E | Control |
| PERCHERON ASSET MANAGEMENT GROUP, INC. | DE | MEMBER | E | Control |
| PERCHERON ASSET MANAGEMENT GROUP, INC. | DE | MEMBER | E | Control |
| PERCHERON ASSET MANAGEMENT GROUP, INC. | DE | MEMBER | E | Control |
| PERCHERON ASSET MANAGEMENT GROUP, INC. | DE | MEMBER | E | Control |
| PERCHERON ASSET MANAGEMENT GROUP, INC. | DE | MEMBER | E | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | D | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | D | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | D | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | D | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | D | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | D | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | D | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | D | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | D | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | D | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | D | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | D | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | D | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | D | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | D | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | D | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | D | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | D | Control |
| BERNARD HEROLD & CO., INC. | DE | MANAGING MEMBER | C | Control |
| BERNARD HEROLD & CO., INC. | DE | MANAGING MEMBER | C | Control |
| BERNARD HEROLD & CO., INC. | DE | MANAGING MEMBER | C | Control |
| BERNARD HEROLD & CO., INC. | DE | MANAGING MEMBER | C | Control |
| BERNARD HEROLD & CO., INC. | DE | MANAGING MEMBER | C | Control |
| BERNARD HEROLD & CO., INC. | DE | MANAGING MEMBER | C | Control |
| BERNARD HEROLD & CO., INC. | DE | MANAGING MEMBER | C | Control |
| BERNARD HEROLD & CO., INC. | DE | MANAGING MEMBER | C | Control |
| BERNARD HEROLD & CO., INC. | DE | MANAGING MEMBER | C | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | C | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | C | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | C | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | C | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | C | Control |
| EISENBERG, MARK, M | I | MANAGING MEMBER | C | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, BARBARA, PATRICIA | I | MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| LANTON, KEITH, MICHAEL | I | MANAGING MEMBER | B | Control |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| MARKPET, LLC | DE | MEMBER | B | |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
| SHEFTEL, WENDY, DIANE | I | MANAGING MEMBER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| EISENBERG, MARK, M | I | MARKPET, LLC | E | Control |
| EISENBERG, MARK, M | I | MARKPET, LLC | E | Control |
| EISENBERG, MARK, M | I | MARKPET, LLC | E | Control |
| EISENBERG, MARK, M | I | MARKPET, LLC | E | Control |
| EISENBERG, MARK, M | I | MARKPET, LLC | E | Control |
| EISENBERG, MARK, M | I | MARKPET, LLC | E | Control |
| EISENBERG, MARK, M | I | MARKPET, LLC | E | Control |
| EISENBERG, MARK, M | I | MARKPET, LLC | E | Control |
| EISENBERG, MARK, M | I | MARKPET, LLC | E | Control |
| EISENBERG, MARK, M | I | MARKPET, LLC | E | Control |
| EISENBERG, MARK, M | I | MARKPET, LLC | E | Control |
| EISENBERG, MARK, M | I | MARKPET, LLC | E | Control |
| EISENBERG, MARK, M | I | MARKPET, LLC | E | |
| EISENBERG, MARK, M | I | MARKPET, LLC | E | |
| EISENBERG, MARK, M | I | MARKPET, LLC | E | Control |
| EISENBERG, MARK, M | I | MARKPET, LLC | E | Control |
| EISENBERG, MARK, M | I | MARKPET, LLC | E | Control |
| EISENBERG, MARK, M | I | MARKPET, LLC | E | Control |
| EISENBERG, MARK, M | I | MARKPET, LLC | E | Control |
| EISENBERG, MARK, M | I | MARKPET, LLC | E | Control |
| HEROLD, LAWRENCE, STEPHEN | I | BERNARD HEROLD & CO., INC. | C | Control |
| HEROLD, LAWRENCE, STEPHEN | I | BERNARD HEROLD & CO., INC. | C | Control |
| HEROLD, LAWRENCE, STEPHEN | I | BERNARD HEROLD & CO., INC. | C | Control |
| HEROLD, LAWRENCE, STEPHEN | I | BERNARD HEROLD & CO., INC. | C | Control |
| HEROLD, LAWRENCE, STEPHEN | I | BERNARD HEROLD & CO., INC. | C | Control |
| HEROLD, LAWRENCE, STEPHEN | I | BERNARD HEROLD & CO., INC. | C | Control |
| HEROLD, LAWRENCE, STEPHEN | I | BERNARD HEROLD & CO., INC. | C | Control |
| HEROLD, LAWRENCE, STEPHEN | I | PERCHERON ASSET MANAGEMENT GROUP, INC. | C | Control |
| HEROLD, LAWRENCE, STEPHEN | I | BERNARD HEROLD & CO., INC. | C | Control |
| HEROLD, LAWRENCE, STEPHEN | I | BERNARD HEROLD & CO., INC. | C | Control |
| HEROLD, LAWRENCE, STEPHEN | I | PERCHERON ASSET MANAGEMENT GROUP, INC. | C | Control |
| HEROLD, LAWRENCE, STEPHEN | I | PERCHERON ASSET MANAGEMENT GROUP, INC. | C | Control |
| HEROLD, LAWRENCE, STEPHEN | I | PERCHERON ASSET MANAGEMENT GROUP, INC. | C | Control |
| HEROLD, LAWRENCE, STEPHEN | I | PERCHERON ASSET MANAGEMENT GROUP, INC. | C | Control |
| HEROLD, LAWRENCE, STEPHEN | I | PERCHERON ASSET MANAGEMENT GROUP, INC. | C | Control |
| HEROLD, LAWRENCE, STEPHEN | I | PERCHERON ASSET MANAGEMENT GROUP, INC. | C | Control |
| HEROLD, PAULA, MARGARET | I | BERNARD HEROLD & CO., INC. | C | Control |
| HEROLD, PAULA, MARGARET | I | BERNARD HEROLD & CO., INC. | C | Control |
| HEROLD, PAULA, MARGARET | I | BERNARD HEROLD & CO., INC. | C | Control |
| HEROLD, PAULA, MARGARET | I | BERNARD HEROLD & CO., INC. | C | Control |
| HEROLD, PAULA, MARGARET | I | BERNARD HEROLD & CO., INC. | C | Control |
| HEROLD, PAULA, MARGARET | I | BERNARD HEROLD & CO., INC. | C | Control |
| HEROLD, PAULA, MARGARET | I | BERNARD HEROLD & CO., INC. | C | Control |
| HEROLD, PAULA, MARGARET | I | PERCHERON ASSET MANAGEMENT GROUP, INC. | C | Control |
| HEROLD, PAULA, MARGARET | I | BERNARD HEROLD & CO., INC. | C | Control |
| HEROLD, PAULA, MARGARET | I | BERNARD HEROLD & CO., INC. | C | Control |
| HEROLD, PAULA, MARGARET | I | PERCHERON ASSET MANAGEMENT GROUP, INC. | C | Control |
| LANTON, KEITH, MICHAEL | I | PERCHERON ASSET MANAGEMENT GROUP, INC. | C | Control |
| LANTON, KEITH, MICHAEL | I | PERCHERON ASSET MANAGEMENT GROUP, INC. | C | Control |
| LANTON, KEITH, MICHAEL | I | PERCHERON ASSET MANAGEMENT GROUP, INC. | C | Control |
| LANTON, KEITH, MICHAEL | I | PERCHERON ASSET MANAGEMENT GROUP, INC. | C | Control |
| LANTON, KEITH, MICHAEL | I | PERCHERON ASSET MANAGEMENT GROUP, INC. | C | Control |
| SHEFTEL, WENDY, DIANE | I | PERCHERON ASSET MANAGEMENT GROUP, INC. | C | Control |
| SHEFTEL, WENDY, DIANE | I | PERCHERON ASSET MANAGEMENT GROUP, INC. | C | Control |
| SHEFTEL, WENDY, DIANE | I | PERCHERON ASSET MANAGEMENT GROUP, INC. | C | Control |
| SHEFTEL, WENDY, DIANE | I | PERCHERON ASSET MANAGEMENT GROUP, INC. | C | Control |
| SHEFTEL, WENDY, DIANE | I | PERCHERON ASSET MANAGEMENT GROUP, INC. | C | Control |
Registrations
Federal
IA
Jun 20, 2025 REGISTERED
Notice Filings (9)
CA CT FL IL NJ NY PA TX VA
Address
35 PINELAWN ROADSUITE 101E
MELVILLE, NY 11747
United States
Phone: 631-454-2000