Divergent Wealth Advisors LLC
- Assets, Funds, Holdings
| Divergent Wealth Advisors LLC
|
| CRD # | 286383 |
| SEC # | 801-110400 |
| CIK # | 0001731275 |
| AUM |
|
| Employees |
12 (100% Investors, 8% Brokers)
|
| Fees | |
| Minimum |
|
| Phone | 385-237-4000 |
| Address | 489 W South Jordan Parkway
South Jordan, UT 84095 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Facebook]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($M) |
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| PE |
Divergent Capital Fund 2 LP |
[2022-05-05]
|
8.5 M |
2.8 M |
|
Offered $8,500,000 · Filed 2024-08-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $100,000 · Duration One year or less · Revenue $5,000,001 - $25,000,000
|
| PE |
Divergent Capital Fund 3 LP |
[2022-05-05]
|
6.4 M |
0.6 M |
|
Offered $10,000,000 · Filed 2024-08-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $3,631,000 · Duration One year or less · Revenue $5,000,001 - $25,000,000
|
| RE |
Foothills at Francis Gate Fund I LP |
[2022-05-05]
|
8.5 M |
21.8 M |
|
Offered $8,500,000 · Filed 2024-08-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $100,000 · Duration One year or less · Revenue $5,000,001 - $25,000,000
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
645
|
197.9 |
| (b) Individuals (high net worth individuals) |
134
|
382.0 |
| (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 |
3 |
30.5 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
0 |
0.2 |
| (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 |
6.7 |
| (n) Other |
0 |
0.0 |
| Total |
2,227 |
617.4 |
| By Discretionary |
| Discretionary |
2,175 |
613.1 |
| Non-Discretionary |
52 |
4.3 |
| Total |
2,227 |
617.4 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
617.4 |
| Total |
2,227 |
617.4 |
| Firm Profile (Form ADV) |
| Clients | 7 |
| Serves | Institutional, Retail |
| Fund Types | Private Equity, Real Estate |
| LEI | 0001731275 |
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