|
⚲
|
| Diversifi Capital Inc
✚
|
|
|---|---|
| CRD # | 242788 |
| SEC # | 801-121391 |
| CIK # | |
| AUM | $671.4 M (2026-05-21) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 650-632-5667 |
| Address | 4546 El Camino Real B10 Los Altos, CA 94022 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | DV Project Prometheus SPV I A Series of Cgf2021 LLC | 2026-05-21 | 0.0 | |
| PE | DV Tensordyne SPV I APR 2026 A Series of Cgf2021 LLC | 2026-04-29 | 0.0 | |
| PE | Diversifi Ventures Kalshi SPV I | 2026-04-21 | 0.0 | |
| PE | DV Databricks SPV I Jan 2026 A Series of Cgf2021 LLC | 2026-04-21 | 0.0 | |
| PE | DV Erebor Bank SPV I APR 2026 A Series of Cgf2021 LLC | 2026-04-21 | 0.0 | |
| PE | DV Figure AI SPV I Mar 2026 A Series of Cgf2021 LLC | 2026-04-21 | 0.0 | |
| PE | DV Saronic SPV I Mar 2026 A Series of Cgf2021 LLC | 2026-04-21 | 0.0 | |
| PE | Diversifi Ventures SpaceX SPV I A Series of Cgf2021 LLC | 2026-03-26 | 1.6 | |
| VC | DV University AVE LLC | 2025-11-07 | 0.0 | |
| PE | Diversifi Ventures Cursor AI A Series of Cgf2021 LLC | 2025-10-22 | 1.7 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 18.5 |
| (b) Individuals (high net worth individuals) | 223 | 624.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 25.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 966 | 671.4 |
| By Discretionary | ||
| Discretionary | 964 | 671.4 |
| Non-Discretionary | 2 | 0.0 |
| Total | 966 | 671.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 670.5 | |
| Total | 966 | 671.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
World Equity Group Inc
✚
|
IL | 1.0 |
|
FSA Investment Group LLC
✚
|
FL | 0.8 |
|
Align Impact LLC
✚
|
CO | 0.7 |
|
Thrive Capital Management LLC
✚
|
PA | 0.7 |
|
Avalan LLC
✚
|
CA | 0.6 |
|
Endowment Wealth Management Inc
✚
|
WI | 0.6 |
|
Momentum Advisors LLC
✚
|
NY | 0.4 |
|
Aventura Private Wealth LLC
✚
|
FL | 0.4 |
|
WindRock Wealth Management LLC
✚
|
IL | 0.4 |
|
Uwharrie Investment Advisors Inc
✚
|
NC | 0.3 |