Lebenthal Global Advisors

Lebenthal Global Advisors is a fixed-income and municipal-bond specialist firm rooted in the Lebenthal family's Wall Street legacy.

Lebenthal Global Advisors

LEBENTHAL GLOBAL ADVISORS, LLC is an SEC-registered investment adviser in HAUPPAUGE, NY, registered since 2017. The firm manages $972 million in assets, $949 million on a discretionary basis. It employs 30 staff and 27 investment advisers.

General information

Firm type

Asset Manager

Year founded

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AUM

Undisclosed

Location

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Corporate office

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Who runs investment decisions at Lebenthal Global Advisors?

The firm does not publicly name its current investment leadership on its website or in public databases. The Lebenthal family name suggests family-member involvement, but no specific named principals are disclosed.

Does Lebenthal Global Advisors only invest in municipal bonds?

The firm primarily manages taxable and tax-exempt fixed-income portfolios, with a strong historical focus on municipal bonds. It also offers taxable bond strategies for institutional clients.

What is the origin of the Lebenthal family wealth?

The Lebenthal family built its wealth through Lebenthal & Co., a municipal-bond underwriting and brokerage firm founded in the mid-20th century. The family name is synonymous with municipal finance in the US.

Is Lebenthal Global Advisors a single-family office or an asset manager?

Lebenthal Global Advisors is structured as a registered investment adviser and asset management firm, not a single-family office. It manages capital for external clients including institutions and high-net-worth individuals.

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