Lebenthal Diversified Asset Management Inc.
Firm details
- Headquarters
- Hauppauge, New York
- CRD number
- 167243
- Registered since
- April 26, 2013
- Website
- www.lebenthal.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Lebenthal Diversified Asset Management Inc. is a corporate, institutionally classified registered investment adviser that has been SEC-registered since 2013. The firm is owned by an individual and operates as a capital allocator, charging clients via a combination of percentage-of-AUM and fixed fees. Its advisory remit includes portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm does not flag itself as an ESG-focused investor and is not presented as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities15%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
2 of 2
Dominick Tavella
President, CIOCRD 1069864
Michael Tavella
Chief Financial OfficerCRD 6106362
Contacts
1 of 1
Thomas Katovitz
Compliance Officer, Operations ManagerCRD 1136616
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hauppauge, NY
Suffolk
Location
Hauppauge, NY
Headquartered in Hauppauge, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Suffolk
- Address
- 200 Parkway Dr S
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Lebenthal Global Advisors, LLC
RIAHauppauge, NY
ACP Venture Capital Management Fund LLC
RIAHauppauge, NY
United Financial Planning Group LLC
RIAHauppauge, NY
Nestegg Advisors, Inc.
RIAHauppauge, NY
CFM Advisors Inc
RIAHauppauge, NY
Partners Capital Services, Inc.
RIAHauppauge, NY