Lebenthal Diversified Asset Management

The firm allocates across private credit, real estate equity, and select private equity opportunities. Its posture favors income-producing assets, with exposure to multi-family residential, middle-market lending, and direct placement structures. Publicly disclosed holdings are limited, reflecting a private investment mandate without quarterly 13F reporting obligations.

Alexandra Lebenthal serves as CEO and sets the firm's investment direction. The investment committee remains small and centralized, in contrast to the multi-layered approval processes typical of larger asset management platforms.

Its direct access to private market investments, bypassing the fund-of-funds or broker-sold product layers common in wealth management. The firm functions as a principal-led alternatives allocator rather than a retail distribution platform, a distinction rooted in Alexandra Lebenthal's evolution away from the transactional brokerage model of the original family firm.