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Lebenthal Wealth Advisors, LLC

COURT
New York Southern Bankruptcy Court
CASE NUMBER
1:17-bk-13341
TYPE / CHAPTER
Voluntary / 7

Case Information

This case has a LEAD CASE: Lebenthal Holdings, LLC

When following such a bankruptcy, it is important to follow the lead case. When we detect a group of jointly administered cases, we mark the associated and lead cases. The case information tab of the case page will show whether a case is associated with a lead case, or is a lead case and has associated cases.

Filed

11-28-17

Updated

9-13-23

Last Checked

12-21-17

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Liabilities

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Docket

Last Updated
Nov 29, 2017
Last Entry Filed
Nov 28, 2017

Docket Entries by Year

Nov 28, 2017 1 Petition Chapter 7 Voluntary Petition for Non-Individuals. Order for Relief Entered. Filed by Adam L. Rosen of Diamond McCarthy LLP on behalf of Lebenthal Wealth Advisors, LLC. (Rosen, Adam) (Entered: 11/28/2017)
Nov 28, 2017 Receipt of Voluntary Petition (Chapter 7)(17-13341) [misc,969] ( 335.00) Filing Fee. Receipt number 12309519. Fee amount 335.00. (Re: Doc # 1) (U.S. Treasury) (Entered: 11/28/2017)
Nov 28, 2017 2 Corporate Ownership Statement . Filed by Adam L. Rosen on behalf of Lebenthal Wealth Advisors, LLC. (Rosen, Adam) (Entered: 11/28/2017)
Nov 28, 2017 3 Notice of Case Reassignment From Judge Stuart M. Bernstein to Judge Martin Glenn. Judge Martin Glenn added to the case. (Richards, Beverly). (Entered: 11/28/2017)
Nov 28, 2017 Case Related to 17-13337 (Richards, Beverly). (Entered: 11/28/2017)
Nov 28, 2017 4 Corporate Resolution Pursuant to LR 1074-1 Certificate of Resolution Filed by Adam L. Rosen on behalf of Lebenthal Wealth Advisors, LLC. (Rosen, Adam) (Entered: 11/28/2017)
Nov 28, 2017 5 Matrix of Creditors and Verification of Creditors' Matrix Filed by Adam L. Rosen on behalf of Lebenthal Wealth Advisors, LLC. (Rosen, Adam) (Entered: 11/28/2017)
Nov 28, 2017 6 Schedules filed: Schedule A/B - Non-Individual, Schedule D - Non-Individual, Schedule E/F - Non-Individual, Schedule G - Non-Individual, Schedule H - Non-Individual and Summary of Assets and Liabilities and Declaration Filed by Adam L. Rosen on behalf of Lebenthal Wealth Advisors, LLC. (Rosen, Adam) (Entered: 11/28/2017)
Nov 28, 2017 7 Statement of Financial Affairs - Non-Individual of Lebenthal Wealth Advisors, LLC Filed by Adam L. Rosen on behalf of Lebenthal Wealth Advisors, LLC. (Rosen, Adam) (Entered: 11/28/2017)
Nov 28, 2017 8 Disclosure of Compensation of Attorney For Debtor (Rule 2016(b))- Form 2030 Filed by Adam L. Rosen on behalf of Lebenthal Wealth Advisors, LLC. (Rosen, Adam) (Entered: 11/28/2017)

This case is closed and is no longer being updated.

Case Information

Court
New York Southern Bankruptcy Court
Case number
1:17-bk-13341
Assets
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Liabilities
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Judge
Martin Glenn
Chapter
7
Filed
Nov 28, 2017
Type
voluntary
Terminated
Apr 20, 2022
Updated
Sep 13, 2023
Last checked
Dec 21, 2017
Lead case
Lebenthal Holdings, LLC

Associated Cases

    Creditors

    Subscribe now or purchase this single case to see the full creditors list.
    225 Brown Street, LLC
    Alexandra Lebenthal
    Alexandra Lebenthal
    Archer
    Bailey Schmidt & Associates LLC
    BNB Property LLC
    Brinker Capital Holdings, Inc.
    California Franchise Tax Board
    Charles Schwab
    Comcast Michigan
    Courtia J. Worth
    CT Corporation
    David A. Feldheim, Esq.
    FDX Advisors, Inc. (FOLIO)
    FDxAdvisors Inc.
    There are 56 more creditors. Subscribe now or purchase this single case to see the full creditors list.

    Parties

    Debtor

    Lebenthal Wealth Advisors, LLC
    c/o Gordian Group LLC
    950 Third Avenue, 17th Floor
    New York, NY 10022
    NEW YORK-NY
    Tax ID / EIN: xx-xxx9205
    fka Fern Advisors, LLC

    Represented By

    Adam L. Rosen
    Diamond McCarthy LLP
    489 Fifth Avenue
    21st Floor
    New York, NY 10017
    212 430-5400
    Fax : 212 430-5499
    Email: arosen@diamondmccarthy.com

    U.S. Trustee

    United States Trustee
    Office of the United States Trustee
    U.S. Federal Office Building
    201 Varick Street, Room 1006
    New York, NY 10014
    (212) 510-0500

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