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| Happy Holidays!! thanks for using AUM13F!! |
| Diastole Wealth Management Inc
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| CRD # | 111604 |
| SEC # | 801-57610 |
| CIK # | |
| AUM | $378.0 M (2025-03-17) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 203-458-5220 |
| Address | 58 Boston Street Guilford, CT 06437 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Eden Partners Absolute Growth Fund LP | 2012-03-29 | 21.0 | |
| HF | Steamboat Fund LP | [2012-03-29] | 5.7 | 5.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 212 | 53.3 |
| (b) Individuals (high net worth individuals) | 89 | 297.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 26.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,437 | 378.0 |
| By Discretionary | ||
| Discretionary | 1,332 | 268.2 |
| Non-Discretionary | 105 | 109.8 |
| Total | 1,437 | 378.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 378.0 | |
| Total | 1,437 | 378.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Ethan Eden | 4 | ||
| Elizabeth Cook | 2 | ||
| Elizabeth Eden | 2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Noctua International WMG LLC
✚
|
FL | 0.4 |
|
Knuff & Company LLC
✚
|
CA | 0.4 |
|
Bard Associates Inc
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IL | 0.4 |
|
Sicart Associates LLC
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|
NY | 0.4 |
|
First Wilshire Securities Management Inc
✚
|
CA | 0.4 |
|
Princeton Capital Management LLC
✚
|
NJ | 0.4 |
|
Diker Management LLC
✚
|
NY | 0.4 |
|
Horiko Capital Management LLC
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|
NY | 0.4 |
|
Gator Capital Management LLC
✚
|
FL | 0.4 |
|
Iridian Asset Management LLC
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|
CT | 0.4 |