# Monique Schulman

Monique Schulman of NEW YORK, NY appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 5 filing roles across Form 13F (3), Form ADV (2).

## Filings (5)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2025-11-12 | Form ADV | [LISANTI CAPITAL GROWTH LLC](https://search.stillhousedata.com/firm/130023) | CCO | NEW YORK, NY |
| 2025-03-27 | Form ADV | [MARKLE FINANCIAL LLC](https://search.stillhousedata.com/firm/302088) | CHIEF COMPLIANCE OFFICER | LARAMIE, WY |
| 2017-02-14 | Form 13F | [Lebenthal Asset Management, LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1633883&type=&dateb=&owner=include&count=40) | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |
| 2016-08-19 | Form 13F | [Lebenthal Holdings,LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1633909&type=&dateb=&owner=include&count=40) | Director of Supervision | NEW YORK, NY |
| 2016-08-09 | Form 13F | [Lebenthal Wealth Advisors, LLC](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1633884&type=&dateb=&owner=include&count=40) | Director of supervision | NEW YORK, NY |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.