Lebenthal is fully re-established to focus on public finance, trading, and transacting business in municipal bonds on behalf of institutional as well as individual investors.
Lebenthal is back.
After buying the name back from Merrill Lynch, the Lebenthal family decided to open a new broker-dealer which focuses on both institutional and retail clients. They reunited some principals from the original Lebenthal, and added experienced professionals in trading, underwriting, sales, and public finance.
The broker-dealer is a full service, woman-owned minority firm with a strong capital position.
We commit capital in the secondary market, underwrite securities, and advise issuers. Furthermore, we cover not only the top institutional clients, but we also pay special attention to the smaller money managers, insurance companies and corporations.
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Being there with a bid.
Committing our own capital on behalf of our clients.
Positioning bonds for inventory.
Allocating all of the Firm’s uncommitted excess net capital to municipal securities.
Focusing on placing significant “going away” orders with local investors, both retail and institutional.
Providing banks and institutional investors with a human connection to municipal finance on their first foray into the bond market.
Championing an order taking period for institutions too big to qualify for the retail order taking period and too small to get their hands on bonds in the institutional order taking period.
Making the full resources of Alexandra & James, the holding company, available to Lebenthal Capital Markets to build our reputation for dual distribution capability – institutional and retail.
4 DEALS WE DUBBED OUR
BOND OF THE DAY
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