Key facts
- Status: Acquired/Merged.
- ·Watchlist + deal alerts for Lebenthal Holdings
- ·The full record, as it builds
Funding rounds
No funding rounds for Lebenthal Holdings are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Lebenthal Holdings
Provider of asset management and investment advisory services based in Hauppauge, New York. The company focuses on offering varied financial services including retirement planning, estate management, investment and insurance planning and consulting, tax saving advisory and money management, allowing clients to avail comprehensive financial planning solutions.
- Sector
- Financial Services
- HQ
- Hauppauge, NY, United States
- Employees
- 100
- Website
- lebenthaldiversified.com/
- Ownership
- Acquired/Merged
Lebenthal Holdings doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Lebenthal Holdings shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Lebenthal Holdings in its N-PORT filings yet. We sweep new filings monthly.