|
⚲
|
| Keyboard |
| Diversified Management Inc
✚
|
|
|---|---|
| CRD # | 106680 |
| SEC # | 801-46436 |
| CIK # | 0001841991, 0000922372, 0001479844 |
| AUM | 1,866.3 M (2026-03-30) |
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001841991 0000922372 0001479844 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Rockwell Automation Inc | 0.1 | ||
| Double Eagle Acquisition Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Micron Technology Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| TCW Strategic Income Fund Inc | 0.0 | ||
| Source Capital Inc /DE/ | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Wisconsin Energy Corp | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 53.0 |
| (b) Individuals (high net worth individuals) | 212 | 1,695.3 |
| (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 | 1 | 117.9 |
| (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 | 1,650 | 1,866.3 |
| By Discretionary | ||
| Discretionary | 1,423 | 1,732.9 |
| Non-Discretionary | 227 | 133.4 |
| Total | 1,650 | 1,866.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 1,866.0 | |
| Total | 1,650 | 1,866.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000922372] | |
| 13F-HR | [0001479844] | |
| 13F-HR | [0001841991] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
KLCM Advisors Inc
✚
|
WI | 1,876.9 M |
|
Wilkinson Global Asset Management LLC
✚
|
NY | 1,876.8 M |
|
Sovran Advisors LLC
✚
|
CA | 1,874.3 M |
|
Austin Asset Management Co
✚
|
TX | 1,871.8 M |
|
Blueprint Investment Partners LLC
✚
|
NC | 1,869.9 M |
|
WestEnd Advisors LLC
✚
|
NC | 1,868.0 M |
|
UX Wealth Partners LLC
✚
|
CO | 1,866.8 M |
|
Ashton Thomas Securities LLC
✚
|
NY | 1,859.7 M |
|
Colonial Trust Advisors Inc
✚
|
SC | 1,852.9 M |
|
Tide Cycle Resources LLC
✚
|
NH | 1,851.5 M |