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LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.
CRD 167243File 801-77960
APPROVED
Filing as of Mar 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$883.7M
Above cohort median (national)
Discretionary AUM
$883.7M
Clients
0
1 accounts
Employees
5
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 26, 2013
- Principal office
- 200 PARKWAY DRIVE SOUTH, SUITE 200, HAUPPAUGE, NY, 11788
- Phone
- 516-785-1800
- Website
- http://www.lebenthal.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $883.7M
- Discretionary AUM
- $883.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1
- Non-discretionary accounts
- 0
- Total accounts
- 1
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $883.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $750,403,368 | $883,710,197 | increased by$133,306,829 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 69 | — | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $627,227,705 | $750,403,368 | increased by$123,175,663 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,582 | 1 | decreased by2,581 |
| Apr 1, 2022 | Clients | 37 | 69 | increased by32 |
| Apr 1, 2022 | AUM | $533,515,422 | $627,227,705 | increased by$93,712,283 |
| Apr 1, 2022 | Accounts | 37 | 2,582 | increased by2,545 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEBENTHAL DIVERSIFIED” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEBENTHAL DIVERSIFIED” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.