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| Happy Holidays!! thanks for using AUM13F!! |
| Diamant Asset Management Inc
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| CRD # | 107788 |
| SEC # | 801-28801 |
| CIK # | 0001731124 |
| AUM | $234.0 M (2025-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 203-661-6410 |
| Address | 440 Main Street Ridgefield, CT 06877 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 24.6 | ||
| VISA Inc | 10.0 | ||
| Microsoft Corp | 8.9 | ||
| Costco Wholesale Corp /NEW | 6.5 | ||
| Alphabet Inc | 6.3 | ||
| Progressive Corp/Oh/ | 5.8 | ||
| SAIC Inc | 4.3 | ||
| AbbVie Inc | 3.4 | ||
| Lincoln Electric Holdings Inc | 3.2 | ||
| PepsiCo Inc | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.2 |
| (b) Individuals (high net worth individuals) | 60 | 218.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 11.5 |
| (h) Charitable organizations | 0 | 3.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 63 | 234.0 |
| By Discretionary | ||
| Discretionary | 63 | 234.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 63 | 234.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.0 | |
| Total | 63 | 234.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001731124] |
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|---|---|---|
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CA | 0.2 |
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AZ | 0.2 |
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Citadel Investment Advisory Inc
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0.2 | |
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Reliant Investment Partners LLC
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NC | 0.2 |
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Legal Advantage Investments Inc
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0.2 | |
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FFP Wealth Management LLC
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MN | 0.2 |
|
Holistic Wealth Advisors
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NY | 0.2 |
|
CornerStone Select Advisors LLC
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MO | 0.2 |
|
Diversified Resources LLC
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|
RI | 0.2 |
|
Legacy Wealth Management Group Inc
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|
VA | 0.2 |