BLACK DIAMOND FINANCIAL, LLC
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| Revenue | {{ Info.Revenue | formatUSD }} |
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Company Profile
| As of Date | 04/01/2025 |
| ADV Location | United States, MD |
| Adviser Type - Large advisory firm | |
| Number of Employees | 16 7% |
| of those in investment advisory functions | 13 18% |
| AUM* | 1,409,190,130 49% |
| of that, discretionary | 1,279,257,367 47% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,412,083 19% |
| High Net Worth | 52.30% 1% |
| SMA’s | Yes |
| Private Funds | 3 2 |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
729M
625M
521M
417M
312M
208M
104M
2015
2016
2017
2018
2019
2020
2021
2022
2023
Private Funds
Employees
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count2 | GAV$ |
| Fund TypeVenture Capital Fund | Count1 | GAV$ |