DIVERSIFIED, LLC

other names
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Adviser Profile
As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 45 9.76%
of those in investment advisory functions 28 12.00%
Registration SEC, Approved, 08/05/2024
AUM* 2,080,500,590 33.90%
of that, discretionary 2,024,777,717 39.98%
Private Fund GAV* 46,525,698 28.15%
Avg Account Size 378,686 11.19%
% High Net Worth 37.49% 20.74%
SMA’s No
Private Funds 1
Contact Info 302 xxxxxxx
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)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

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