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| Happy Holidays!! thanks for using AUM13F!! |
| Lebenthal Diversified Asset Management Inc
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|---|---|
| CRD # | 167243 |
| SEC # | 801-77960 |
| CIK # | 0001910104 |
| AUM | $750.4 M (2025-02-25) |
| Employees | 5 (20% Investors, 60% Brokers) |
| Phone | 516-785-1800 |
| Address | 200 Parkway Drive South Hauppauge, NY 11788 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.4 | ||
| Nvidia Corp | 7.0 | ||
| Facebook Inc | 5.2 | ||
| Microsoft Corp | 3.9 | ||
| Oracle Corp | 3.6 | ||
| Amazon Com Inc | 3.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 750.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 750.4 |
| By Discretionary | ||
| Discretionary | 1 | 750.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 750.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 750.4 | |
| Total | 1 | 750.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001910104] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Lebenthal Global Advisors LLC
✚
|
NY | 0.8 |
|
Lebenthal Diversified Asset Management Inc
✚
|
NY | 0.8 |
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|---|---|---|
|
Mirador Capital Partners LP
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|
CA | 0.8 |
|
Torreyana Capital LLC
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|
CA | 0.8 |
|
Liberty Capital Management Inc
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MI | 0.8 |
|
Mps-Loria Financial Planners LLC
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IL | 0.8 |
|
Rothschild Wealth LLC
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|
IL | 0.8 |
|
de Groote Financial Group LLC
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|
CA | 0.8 |
|
Moody Aldrich Partners LLC
✚
|
MA | 0.7 |
|
Riverpoint Wealth Management Holdings LLC
✚
|
IL | 0.7 |
|
Petra Capital Management Inc
✚
|
0.7 | |
|
Parkside Advisors LLC
✚
|
CA | 0.7 |