# Lebenthal Diversified Asset Management

Lebenthal Diversified Asset Management is a Bank / Wealth / Trust based in Hauppauge, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Hauppauge, United States
- **Region:** North America
- **Address:** Hauppauge, NY, United States
- **Founded:** 1984
- **Assets under management:** Undisclosed
- **Website:** diversifiedprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/diversified-private-wealth-advisors

## Regulatory record

- **CRD number:** 167243
- **SEC file number:** 801-77960
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Lebenthal Diversified Asset Management Inc. is an SEC-registered investment adviser in Hauppauge, NY, registered since 2013. The firm manages approximately $884 million in assets. It has 5 employees and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Private Equity

## People

- Alexandra Lebenthal — CEO

## Questions

### What does the firm invest in?

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.

### Who runs investment decisions at the firm?

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.

### What separates this firm from a typical wealth manager?

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.

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Updated: 2026-06-03T20:00:00.000Z

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