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| Lebenthal Diversified Asset Management Inc
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|---|---|
| CRD # | 167243 |
| SEC # | 801-77960 |
| CIK # | 0001910104 |
| AUM | 883.7 M (2026-03-12) |
| 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 | 13.3 | ||
| Nvidia Corp | 9.9 | ||
| Lilly Eli & Co | 5.1 | ||
| Alphabet Inc | 4.9 | ||
| Quanta Services Inc | 4.8 | ||
| J P Morgan Chase & Co | 4.7 | ||
| Microsoft Corp | 4.6 | ||
| 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 | 883.7 |
| (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 | 883.7 |
| By Discretionary | ||
| Discretionary | 1 | 883.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 883.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 883.7 | |
| Total | 1 | 883.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001910104] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Lebenthal Global Advisors LLC
✚
|
NY | 971.8 M |
|
Lebenthal Diversified Asset Management Inc
✚
|
NY | 883.7 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bernicke Wealth Management Ltd
✚
|
WI | 887.4 M |
|
Strata Wealth Advisors LLC
✚
|
TX | 886.1 M |
|
Covington Investment Advisors Inc
✚
|
PA | 885.9 M |
|
CFM Wealth Partners LLC
✚
|
TX | 885.8 M |
|
Robert Harrell Incorporated
✚
|
TX | 885.3 M |
|
New World Advisors LLC
✚
|
MA | 884.9 M |
|
Sage Rhino Capital LLC
✚
|
CA | 883.7 M |
|
Optas LLC
✚
|
TX | 881.9 M |
|
All Star Financial LLC
✚
|
MN | 881.7 M |
|
Freedom Advisory LLC
✚
|
PR | 880.6 M |