|
⚲
|
| Keyboard |
| Diastole Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 111604 |
| SEC # | 801-57610 |
| CIK # | |
| AUM | 396.0 M (2026-05-05) |
| Employees | 13 (69% 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 | AUM |
|---|---|---|---|---|
| HF | Eden Partners Absolute Growth Fund LP | 2012-03-29 | 25.0 M | |
| HF | Steamboat Fund LP | [2012-03-29] | 5.7 M | 5.5 M |
| Filed 2016-01-19 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 56.3 |
| (b) Individuals (high net worth individuals) | 86 | 313.6 |
| (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 | 1 | 25.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.1 |
| (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 | 1,434 | 396.0 |
| By Discretionary | ||
| Discretionary | 1,270 | 274.6 |
| Non-Discretionary | 164 | 121.4 |
| Total | 1,434 | 396.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 396.0 | |
| Total | 1,434 | 396.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Ethan Eden | Director | 4 | 2 | |
| Elizabeth Cook | Executive Officer | 2 | 2 | |
| Elizabeth Eden | Executive Officer | 2 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Goodhaven Capital Management LLC
✚
|
NJ | 405.3 M |
|
Kanen Wealth Management LLC
✚
|
FL | 404.6 M |
|
Goldberg Advisers LLC
✚
|
CA | 402.6 M |
|
LDR Capital Management LLC
✚
|
NY | 397.2 M |
|
Value Partners Limited
✚
|
394.5 M | |
|
Knuff & Company LLC
✚
|
CA | 393.9 M |
|
Moon Capital Management LLC
✚
|
TN | 391.5 M |
|
16th Amendment Advisors LLC
✚
|
NY | 390.2 M |
|
Bluestone Capital Management LLC
✚
|
PA | 390.1 M |
|
Nixon Capital LLC
✚
|
TX | 389.9 M |