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Lebenthal Wealth Planning
LEBENTHAL WEALTH PLANNING, INC. is a state-registered investment adviser in Jericho, NY. The firm has 5 employees and 5 investment advisers. It is based in New...
Lebenthal Wealth Planning
LEBENTHAL WEALTH PLANNING, INC. is a state-registered investment adviser in Jericho, NY. The firm has 5 employees and 5 investment advisers. It is based in New York.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
How does Lebenthal Wealth Planning source deal flow?
The firm primarily focuses on traditional asset allocation via publicly traded securities, including municipal bonds, equities, and ETFs. It does not appear to engage in direct private equity or venture capital deal sourcing, based on its publicly available materials.
Does Lebenthal Wealth Planning participate in fund commitments or only direct deals?
The firm's public disclosures suggest it primarily allocates to third-party managed strategies, such as mutual funds, ETFs, and separately managed accounts, rather than making direct private investments. It does not appear to commit to private funds or coinvestments.
What investment stages does Lebenthal Wealth Planning typically target?
Lebenthal Wealth Planning is not a venture capital or growth equity firm. It focuses on managing wealth for families through public market investments, with an emphasis on fixed income and balanced portfolios.
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