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| Keyboard |
| Diversifi Capital Inc
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|---|---|
| CRD # | 242788 |
| SEC # | 801-121391 |
| CIK # | |
| AUM | 671.4 M (2026-05-21) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 650-632-5667 |
| Address | 4546 El Camino Real B10 Los Altos, CA 94022 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 269 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
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