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| Happy Holidays!! thanks for using AUM13F!! |
| Diversified Enterprises LLC
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| CRD # | 331709 |
| SEC # | 801-130728 |
| CIK # | 0002037264 |
| AUM | $2.1 B (2025-03-27) |
| Employees | 45 (62% Investors, 2% Brokers) |
| Phone | 302-765-3500 |
| Address | 3705 Concord Pike Wilmington, DE 19803 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.8 | ||
| Nvidia Corp | 13.8 | ||
| Microsoft Corp | 12.0 | ||
| J P Morgan Chase & Co | 6.3 | ||
| Amazon Com Inc | 4.8 | ||
| Southern Co | 4.1 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Cash Management LP II | 2023-03-30 | 46.5 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,058 | 0.4 |
| (b) Individuals (high net worth individuals) | 646 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,494 | 2.1 |
| By Discretionary | ||
| Discretionary | 5,428 | 2.0 |
| Non-Discretionary | 66 | 0.1 |
| Total | 5,494 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 5,494 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002037264] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Consolidated Planning Corporation
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|
GA | 2.1 |
|
Parsons Capital Management Inc
✚
|
RI | 2.1 |
|
LM Kohn & Company
✚
|
OH | 2.1 |
|
Meeder Advisory Services Inc
✚
|
OH | 2.1 |
|
Advocacy Wealth Management LLC
✚
|
GA | 2.1 |
|
Koss-Olinger Consulting LLC
✚
|
FL | 2.1 |
|
Titleist Asset Management LLC
✚
|
TX | 2.1 |
|
Durbin Bennett Private Wealth Management LLC
✚
|
TX | 2.1 |
|
Revisor Wealth Management LLC
✚
|
OH | 2.1 |
|
Strive Asset Management LLC
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|
TX | 2.1 |