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| Diversified Management Inc
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|---|---|
| CRD # | 106680 |
| SEC # | 801-46436 |
| CIK # | 0001841991, 0001479844 |
| AUM | $1.6 BB (2024-05-03) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 414-292-1900 |
| Address | 330 E Kilbourn Ave Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001841991 0001479844 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Coca Cola Bottling Co Consolidated /DE/ | 5.1 | 0.2 | |
| Apple Inc | 2,382.8 | 0.1 | |
| Microsoft Corp | 1,918.2 | 0.1 | |
| Nvidia Corp | 399.6 | 0.1 | |
| Amazon Com Inc | 1,093.0 | 0.1 | |
| Alphabet Inc | 1,475.1 | 0.0 | |
| Coca Cola Co | 270.0 | 0.0 | |
| Facebook Inc | 434.9 | 0.0 | |
| Broadcom Inc | 201.3 | 0.0 | |
| UnitedHealth Group Inc | 477.0 | 0.0 | |
| Alphabet Inc | 1,482.6 | 0.0 | |
| VISA Inc | 419.3 | 0.0 | |
| Autozone Inc | 41.4 | 0.0 | |
| Merck & Co Inc | 232.4 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 46.6 |
| (b) Individuals (high net worth individuals) | 215 | 1,441.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 32 | 88.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,640 | 1,576.3 |
| By Discretionary | ||
| Discretionary | 1,454 | 1,474.8 |
| Non-Discretionary | 186 | 101.5 |
| Total | 1,640 | 1,576.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 1,576.1 | |
| Total | 1,640 | 1,576.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001479844] | |
| 13F-HR | [0001841991] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Neville Rodie & Shaw Inc
✚
|
NY | 1.6 |
|
Mitchell Sinkler & Starr Inc
✚
|
PA | 1.6 |
|
Wealhouse Capital Limited Partnership
✚
|
1.6 | |
|
Cardinal Point Capital Management ULC
✚
|
1.6 | |
|
Stonebridge Financial Group LLC
✚
|
PA | 1.6 |
|
Pinnacle Wealth Management Advisory Group LLC
✚
|
NJ | 1.6 |
|
Wedmont Private Capital LLC
✚
|
PA | 1.6 |
|
Consolidated Planning Corporation
✚
|
GA | 1.6 |
|
Sellwood Consulting LLC
✚
|
OR | 1.6 |
|
Corda Investment Management LLC
✚
|
TX | 1.6 |