DIVERSIFIED, LLC

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Company Profile

As of Date 06/21/2024
Adviser Type - Large advisory firm
Number of Employees 78 143.75%
of those in investment advisory functions 47 113.64%
AUM* 3,107,548,444 140.96%
of that, discretionary 2,893,019,824 145.90%
Private Fund GAV* 72,609,998 129.81%
Avg Account Size 340,591 17.07%
High Net Worth 31.05% 2.75%
SMA’s Yes
Private Funds 2 1
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- 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
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 1B 840M 672M 504M 336M 168M
2018 2019 2020 2021 2022 2023

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count2 GAV$72,609,998

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