Lebenthal Diversified Asset Management Inc.
● SEC registered since 2013CRD 167243SEC# 801-77960Hauppauge, NY
Reg. AUM
$883.7M
Employees
5
Accounts
1
Location
Hauppauge, NY
Lebenthal Diversified Asset Management Inc. assets under management
Lebenthal Diversified Asset Management Inc. is a registered investment adviser overseen by the SEC based in Hauppauge, NY. The firm has been registered since 2013. It reports $883.7 million in regulatory assets under management and employs 5 people.
Lebenthal Diversified Asset Management Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dominick Tavella Control | President, Chief Investment Officer | Over 75% | 2011 |
| Michael John Tavella Control | Chief Financial Officer | Under 5% | 2017 |
| Thomas Francis Katovitz | Chief Compliance Officer | Under 5% | 2015 |
Frequently asked questions
How much does Lebenthal Diversified Asset Management Inc. manage?
Lebenthal Diversified Asset Management Inc. reports $883.7 million in regulatory assets under management on its Form ADV.
How many employees does Lebenthal Diversified Asset Management Inc. have?
Lebenthal Diversified Asset Management Inc. reports 5 employees.
Where is Lebenthal Diversified Asset Management Inc. located?
Lebenthal Diversified Asset Management Inc. is based in Hauppauge, NY and has been SEC-registered since 2013.
Does Lebenthal Diversified Asset Management Inc. disclose fund performance?
Lebenthal Diversified Asset Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 Parkway Drive South, Suite 200, Hauppauge, NY 11788 |
| Phone | 516-785-1800 |
| Fax | 518-657-3149 |
| Office hours | 9:00a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$883.7M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$883.7Mregulatory AUM
Discretionary $883.7M