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| Happy Holidays!! thanks for using AUM13F!! |
| Diversified Management Inc
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| CRD # | 106680 |
| SEC # | 801-46436 |
| CIK # | 0001841991, 0001479844 |
| AUM | $1.7 B (2025-03-27) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 414-292-1900 |
| Address | 330 E Kilbourn Ave Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Coca Cola Bottling Co Consolidated /DE/ | 0.2 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 45.7 |
| (b) Individuals (high net worth individuals) | 217 | 1,545.7 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 34 | 100.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,706 | 1,691.4 |
| By Discretionary | ||
| Discretionary | 1,497 | 1,594.5 |
| Non-Discretionary | 209 | 96.9 |
| Total | 1,706 | 1,691.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 1,691.2 | |
| Total | 1,706 | 1,691.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001479844] | |
| 13F-HR | [0001841991] |
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