Lehner Capital, LLC

Overview

Lehner Capital, LLC is a Connecticut-based limited liability company that provides portfolio management for individuals and small businesses. The firm operates as a registered representative of a broker-dealer and also engages in other financial product sales. Ownership is held at the individual level and the firm charges asset-based fees and may assess performance-based fees on certain strategies. Regulatory and operational notes in the available data indicate the firm is not a multi-state adviser and is not characterized as a capital allocator. ESG investing is not identified as an area of active focus in the firm's disclosures.

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Public Holdings

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Location & Offices