Ah Lisanti Capital Growth, LLC (New York)


Ah Lisanti Capital Growth, LLC is an investment adviser to an investment company based in New York. It manages $277.5 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Massachusetts and New York.

Ah Lisanti Capital Growth provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ah Lisanti Capital Growth: assets under management

The assets under management (AUM) of Ah Lisanti Capital Growth, LLC is $277.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6407% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $277.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.5 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ah Lisanti Capital Growth, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ah Lisanti Capital Growth, LLC

John Weston Adams has been acting as President since 1 Jun 2005. Myles Reid Blechner joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Mary Lisanti President, managing member 1 Dec 2003 50% - 75% 872690
Timothy James Mcmahon Chairman of the board; director 1 Dec 2003 Other 1408351
J Eric Anderson Chief compliance officer 1 Dec 2003 Other 1084169
Stephen Peter Zak Chief financial officer; director 1 Dec 2003 Other 2423424
Harkness & Hill Inc. Adams Owner 1 Dec 2003 75% - 100% 1020
Elizabeth Cluett Thors Chief operating officer 1 Dec 2003 Other 4327016
Inc. Adams Harkness Financial Group Indirect owner 1 Dec 2003 75% - 100% 04-2149932
Inc. Adams Harkness Asset Management Owner, member 1 Aug 2004 25% - 50% 20-0779418
Kevin Joseph Dunn Chairman of the board; director 1 Jan 2005 Other 1920942
John Weston Adams Director 1 Jun 2005 Other 1118
Diane Mottola Daly Chief compliance officer 1 Jan 2007 Other 2372551
Herman Karl Dimlich Chief compliance officer 1 Jul 2010 Other 2226083
Myles Reid Blechner Chief compliance officer 1 Mar 2015 Other 2709013
Llc Lebenthal Asset Management Owner member 1 Mar 2015 25% - 50% 146332
Alexandra Lebenthal Managing member 1 Mar 2015 Other 1638099

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Harkness & Hill Inc. Adams Direct owner 1 Aug 2004 75% - 100% 1020
Inc. Adams Harkness Financial Group Direct owner 1 Aug 2004 75% - 100% 04-2149932

Based in New York

The principal office where Ah Lisanti Capital Growth, LLC performs its advisory services is located at 608 Fifth Avenue, New York, NY 10020, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-792-6990 or by fax 646-649-9080. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at ahlisanti.com.

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