LANDSBERG, BENNETT, & DUBBANEH LLC

HTTP://WWW.LBPWM.COM PUNTA GORDA, FL Investment Advisor How do I update this listing?

Landsberg, Bennett, & Dubbaneh is based out of Punta Gorda. Landsberg, Bennett, & Dubbaneh is a large advisory firm with 545 clients and discretionary assets under management (AUM) of $446,853,161 (Form ADV from 2018-10-23). Their last reported 13F filing for Q1 2019 included $424,646,000 in managed 13F securities and a top 10 holdings concentration of 24.62%. Landsberg, Bennett, & Dubbaneh's largest holding is ProShares S&P 500 Dividend Aristocrats E with shares held of 383,534. Whalewisdom has at least 2 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $424.646 Million
  • Prior Market Value $260.474 Million
  • New Purchases58 stocks
  • Additional Purchases123 stocks
  • Sold out of46 stocks
  • Reduced holdings in18 stocks
  • Top 10 Holdings % 24.62 %
  • Turnover % [1]:51.23%
  • Turnover Alt % [2]: 45.29 %
  • Time Held Top20:0.60 quarters
  • Time Held Top10:0.50 quarters
  • Time Held All:0.71 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.99%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted
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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT
252 WEST MARION AVENUE SUITE 200
PUNTA GORDA FL    33950
Country: United States

Business Phone: 941-391-8000
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: FL
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 346,509,000
Total Number of Clients: 545
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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LANDSBERG, BENNETT, & DUBBANEH LLC

ownership team - last updated 2019-03-01
Name Title Start Date Direct/Indirect % Ownership
L BENN, LLC MEMBER 06/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER direct 2012-06-01
A DUBB, LLC MEMBER 06/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER direct 2012-06-01
MWL LAND, LLC MEMBER 06/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER direct 2012-06-01
BENNETT, LEWIS, CASS MANAGER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MANAGER direct 2012-06-01
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER indirect 2012-06-01
LANDSBERG, MICHAEL, WILLIAM MANAGER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MANAGER direct 2012-06-01
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER indirect 2012-06-01
COOPER, DEBRA, ANN CHIEF COMPLIANCE OFFICER 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC CHIEF COMPLIANCE OFFICER direct 2018-05-01
BENNETT, LEWIS, CASS MEMBER L BENN, LLC 06/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MANAGER direct 2012-06-01
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER indirect 2012-06-01
LANDSBERG, MICHAEL, WILLIAM MEMBER MWL LAND, LLC 06/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MANAGER direct 2012-06-01
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER indirect 2012-06-01
DUBBANEH, ANTHONY, CHARLES MEMBER A DUBB, LLC 06/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER indirect 2012-06-01

LANDSBERG, BENNETT, & DUBBANEH LLC

ownership team - last updated 2018-10-23
Name Title Start Date Direct/Indirect % Ownership
L BENN, LLC MEMBER 06/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER direct 2012-06-01
A DUBB, LLC MEMBER 06/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER direct 2012-06-01
MWL LAND, LLC MEMBER 06/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER direct 2012-06-01
BENNETT, LEWIS, CASS MANAGER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MANAGER direct 2012-06-01
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER indirect 2012-06-01
LANDSBERG, MICHAEL, WILLIAM MANAGER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MANAGER direct 2012-06-01
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER indirect 2012-06-01
COOPER, DEBRA, ANN CHIEF COMPLIANCE OFFICER 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC CHIEF COMPLIANCE OFFICER direct 2018-05-01
BENNETT, LEWIS, CASS MEMBER L BENN, LLC 06/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MANAGER direct 2012-06-01
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER indirect 2012-06-01
LANDSBERG, MICHAEL, WILLIAM MEMBER MWL LAND, LLC 06/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MANAGER direct 2012-06-01
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER indirect 2012-06-01
DUBBANEH, ANTHONY, CHARLES MEMBER A DUBB, LLC 06/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER indirect 2012-06-01

LANDSBERG, BENNETT, & DUBBANEH LLC

ownership team - last updated 2018-05-25
Name Title Start Date Direct/Indirect % Ownership
L BENN, LLC MEMBER 06/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER direct 2012-06-01
A DUBB, LLC MEMBER 06/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER direct 2012-06-01
MWL LAND, LLC MEMBER 06/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER direct 2012-06-01
BENNETT, LEWIS, CASS MANAGER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MANAGER direct 2012-06-01
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER indirect 2012-06-01
LANDSBERG, MICHAEL, WILLIAM MANAGER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MANAGER direct 2012-06-01
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER indirect 2012-06-01
COOPER, DEBRA, ANN CHIEF COMPLIANCE OFFICER 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC CHIEF COMPLIANCE OFFICER direct 2018-05-01
BENNETT, LEWIS, CASS MEMBER L BENN, LLC 06/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MANAGER direct 2012-06-01
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER indirect 2012-06-01
LANDSBERG, MICHAEL, WILLIAM MEMBER MWL LAND, LLC 06/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MANAGER direct 2012-06-01
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER indirect 2012-06-01
DUBBANEH, ANTHONY, CHARLES MEMBER A DUBB, LLC 06/01/2012 Indirect 75% or more
Fund Name Position direct/indirect start date end date
LANDSBERG, BENNETT, & DUBBANEH LLC MEMBER indirect 2012-06-01

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