Monique Schulman of NEW YORK, NY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Monique Schulman appears on 5 filing roles across Form 13F (3), Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-11-12 | Form ADV | LISANTI CAPITAL GROWTH LLC | CCO | NEW YORK, NY |
| 2025-03-27 | Form ADV | MARKLE FINANCIAL LLC | CHIEF COMPLIANCE OFFICER | LARAMIE, WY |
| 2017-02-14 | Form 13F | Lebenthal Asset Management, LLC | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| 2016-08-19 | Form 13F | Lebenthal Holdings,LLC | Director of Supervision | NEW YORK, NY |
| 2016-08-09 | Form 13F | Lebenthal Wealth Advisors, LLC | Director of supervision | NEW YORK, NY |