LP Profile

Lebenthal Global Advisors

Multi Family Office (MFO)Hauppauge, United StatesFounded 1925
$900M
Assets Under Management
Hauppauge
Headquarters
Investment Focus

About Lebenthal Global Advisors

Lebenthal Global Advisors is a multi-family office. It delivers global investment strategy, product development and portfolio construction to institutional and high net worth clients. The firm applies decades of financial knowledge to build a practical plan and investment portfolio for each client, aiming to get the most from the client's hard work, as it has for numerous families and individuals it has been privileged to serve over the years. Beyond helping people pursue cherished goals, the firm finds the strong friendships formed along the way especially fulfilling. Clients often regard the firm as part of their family, and the firm regards them the same way.

Preferred Investment Types

Joint Venture/PartnerVenture CapitalPrivate Equity

Preferred Geographies

United StatesUnited KingdomEmerging MarketsEuropeCanadaAustralia/New ZealandAsia/PacificAfricaGlobalLatin America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Lebenthal Global Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$971.8M
Total Clients
3,546
Filing Date
March 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Lebenthal Global Advisors?

Lebenthal Global Advisors is a multi family office (mfo) based in Hauppauge, United States, managing approximately $900M in assets.

Where is Lebenthal Global Advisors headquartered?

Lebenthal Global Advisors is headquartered in Hauppauge, United States.

How much does Lebenthal Global Advisors manage?

Lebenthal Global Advisors manages approximately $900M in assets under management.

When was Lebenthal Global Advisors founded?

Lebenthal Global Advisors was founded in 1925.

What does Lebenthal Global Advisors invest in?

Lebenthal Global Advisors focuses on Joint Venture/Partner, Venture Capital, Private Equity.

How can I contact Lebenthal Global Advisors?

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