DIVERSIFIED, LLC
other names
- DIVERSIFIED, LLC
- DIVERSIFIED ENTERPRISES, LLC
Adviser Profile
| As of Date | 03/22/2026 |
| Registration | SEC, Approved, 08/05/2024 |
| ADV Location | WILMINGTON, DE, United States |
| Contact Info | 302 xxxxxxx |
| Websites |
| AUM* | 2,791,127,378 80% |
| of that, discretionary | 2,726,837,211 89% |
| Number of Employees | 53 29% |
| of those in investment advisory functions | 34 36% |
| Private Fund GAV* | 48,362,405 4% |
| Avg Account Size | 424,829 25% |
| % High Net Worth | 41.36% 33% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
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)
Reported AUM
3B
2B
2B
2B
1B
779M
390M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
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