|
⚲
|
| Diaphanum Americas LLC
✚
| |
|---|---|
| CRD # | 310052 |
| SEC # | 801-119330 |
| CIK # | |
| AUM | $1.0 BB (2024-03-25) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 34912449223 |
| Address | Calle de Recoletos Madrid, Spain |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 4.8 |
| (b) Individuals (high net worth individuals) | 19 | 1,030.2 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 47 | 1,034.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 47 | 1,034.9 |
| Total | 47 | 1,034.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,034.9 | |
| United States Persons | 0.0 | |
| Total | 47 | 1,034.9 |
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|---|---|---|
|
Kingswood Wealth Advisors LLC
✚
|
CA | 1.0 |
|
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MA | 1.0 |
|
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|
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AZ | 1.0 |
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WI | 1.0 |
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RI | 1.0 |
|
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CA | 1.0 |
|
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|
TN | 1.0 |
|
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CA | 1.0 |
|
Moisand Fitzgerald Tamayo LLC
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|
FL | 1.0 |