Lebenthal Diversified Asset Management Inc.

$883.7MAssets under management
as of Mar 2026 · SEC Form ADV
Hauppauge, NY
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No one at Lebenthal Diversified Asset Management Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Raymond James
Per Form ADV · $369M held · filed Mar 2024
Schwab
Per Form ADV · $241M held · filed Mar 2024