LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.

Overview

Lebenthal Diversified Asset Management Inc. is a small, owner-operated investment adviser that focuses on discretionary portfolio management for individuals and small businesses, alongside pension consulting and the selection of outside advisers. The firm charges a mix of percentage-of-AUM and fixed fees and operates as a capital allocator, concentrating the bulk of its programmatic exposures in pooled public funds rather than direct single-stock active benches. Its practice emphasizes outsourced manager selection and fund-based portfolio construction, which aligns with the firm’s role in advising and placing capital with third‑party fund managers. The firm is not an active ESG investor and reports offering multi-service advisory capabilities that include pension consulting and the identification and oversight of sub‑advisers.

Assets & Accounts

Investments & Alternatives