other names
  • DIVERSIFIED, LLC
  • DIVERSIFIED ENTERPRISES, LLC

Adviser Profile

AUM* 2,080,500,590 34%
of that, discretionary 2,024,777,717 40%
Private Fund GAV* 46,525,698
Avg Account Size 378,686 11%
% High Net Worth 37.49% 21%
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm

Number of Employees 45 10%

of those in investment advisory functions 28 12%

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

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

SEC Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$46,525,698