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Lebenthal Diversified Asset Management Inc.

● SEC registered since 2013CRD 167243SEC# 801-77960Hauppauge, NY
Export (members)
Reg. AUM
$750.4M
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 $750.4 million in regulatory assets under management and employs 5 people.
www.lebenthal.comView on SEC.gov ↗

Lebenthal Diversified Asset Management Inc. owners & executives

3 reported
NameTitleOwnershipSince
Dominick Tavella ControlPresident, Chief Investment OfficerOver 75%2011
Michael John Tavella ControlChief Financial OfficerUnder 5%2017
Thomas Francis KatovitzChief Compliance OfficerUnder 5%2015

Frequently asked questions

How much does Lebenthal Diversified Asset Management Inc. manage?

Lebenthal Diversified Asset Management Inc. reports $750.4 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

Address200 Parkway Drive South, Suite 200, Hauppauge, NY 11788
Phone516-785-1800
Fax518-657-3149
Office hours9:00a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$750.4M
Non-discretionary$0
Total (RAUM)$750.4M