LISANTI CAPITAL GROWTH LLC

Latest filing: Mar 13, 2025 (113 days ago)
View on IAPD
Adviser Website

AUM

$427,200,000
-3% change vs. 1 year ago
-42% change vs. 3 years ago
6% change vs. 5 years ago
54% change vs. 10 years ago

Employee Count

5
0% change vs. 1 year ago
-17% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

NEW YORK, NY
777 THIRD AVENUE, NEW YORK, NY, UNITED STATES, 10017

Client AUM

Discretion AUM
Discretionary $0.4
Non-Discretionary $0.0
Total $0.4
Client AUM
Retail $0.0
Pooled $0.1
Institutional $0.3
Total $0.4
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
NORTHERN TRUST CORPORATION CHICAGO-IL-USA $0.2
STATE STREET GLOBAL MARKETS, LLC BOSTON-MA-USA $0.1
BNY MELLON NEW YORK-NY-USA $0.1

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.3
Retail SMA AUM $0.0
Institutional SMA AUM $0.3
Asset Class % AUM
Equity Exch 97% $0.3
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 3% $0.0
Other 0% $0.0
Total 100% $0.3

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
DCM ADVISORS, LLC $0.2 126248
DINOSAUR FINANCIAL GROUP, L.L.C $0.0 broker-dealer 104446

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

4 active

Name Title
LISANTI, MARY PRESIDENT/MANAGING MEMBER
SCHULMAN, MONIQUE CCO
GROSSMAN, GLENN, ANDREW MANAGING MEMBER

ADVDB.CO • SOURCE: SEC

Representatives

2 active representatives found

Name City State Exams Designations
MARY LISANTI NEW YORK NY S65|1996-10-28 CHARTERED FINANCIAL ANALYST
MICHAEL CORELLI NEW YORK NY S65|2020-06-15

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $0.4 $0.0 0% 5 0 0%
2025-04-21 $0.4 $0.0 0% 5 0 0%
2024-04-02 $0.4 $0.0 -3% 5 0 0%
2023-04-04 $0.8 -$0.3 -44% 5 0 0%
2022-04-01 $0.7 -$0.3 -42% 6 -1 -17%
2021-04-05 $0.8 -$0.3 -44% 6 -1 -17%
2020-04-01 $0.4 $0.0 6% 5 0 0%
2019-04-01 $0.3 $0.1 51% 7 -2 -29%
2018-04-02 $0.2 $0.2 101% 9 -4 -44%
2017-04-01 $0.2 $0.3 146% 6 -1 -17%
2016-04-01 $0.2 $0.2 120% 6 -1 -17%
2015-04-01 $0.3 $0.1 54% 5 0 0%
2014-04-01 $0.3 $0.1 49% 6 -1 -17%
2013-04-01 $0.3 $0.2 64% 6 -1 -17%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY, AK-08/30/2021, AL-08/30/2021, AR-08/30/2021, AZ-08/30/2021, CA-08/30/2021, CO-08/30/2021, CT-08/30/2021, DC-08/30/2021, DE-08/30/2021, FL-08/30/2021, GA-08/30/2021, HI-08/30/2021, IA-08/30/2021, ID-08/30/2021, IL-08/31/2021, IN-08/30/2021, KS-08/30/2021, KY-08/30/2021, LA-08/30/2021, MA-08/30/2021, MD-08/30/2021, ME-08/30/2021, MI-08/30/2021, MN-08/30/2021, MO-08/30/2021, MS-08/30/2021, MT-08/30/2021, NC-08/30/2021, ND-08/30/2021, NE-08/30/2021, NH-08/30/2021, NJ-09/09/2021, NM-08/30/2021, NV-08/30/2021, NY-02/04/2021, OH-08/30/2021, OK-08/30/2021, OR-08/30/2021, PA-08/30/2021, PR-08/30/2021, RI-08/30/2021, SC-08/30/2021, SD-08/30/2021, TN-08/30/2021, TX-08/30/2021, UT-08/30/2021, VA-08/30/2021, VI-08/30/2021, VT-08/30/2021, WA-08/30/2021, WI-08/30/2021, WV-08/30/2021, WY-08/30/2021
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV