|
⚲
|
| Keyboard |
| Diversified Partners Inc
✚
|
|
|---|---|
| CRD # | 109570 |
| SEC # | 801-57543 |
| CIK # | 0001843301 |
| AUM | 155.1 M (2026-03-30) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 615-371-0001 |
| Address | 5110 Maryland Way Brentwood, TN 37027 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001843301 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.8 | ||
| Microsoft Corp | 0.7 | ||
| Corning Inc /NY | 0.5 | ||
| Amazon Com Inc | 0.5 | ||
| Alphabet Inc | 0.5 | ||
| Norfolk Southern Corp | 0.5 | ||
| Progressive Corp/Oh/ | 0.5 | ||
| Chevron Corp | 0.5 | ||
| Nvidia Corp | 0.4 | ||
| Dominion Resources Inc /VA/ | 0.4 | ||
| Texas Instruments Inc | 0.4 | ||
| Johnson & Johnson | 0.4 | ||
| Schwab Charles Corp | 0.4 | ||
| Air Products & Chemicals Inc /DE/ | 0.4 | ||
| White Mountains Insurance Group Ltd | 0.4 | ||
| BlackRock Inc | 0.4 | ||
| Entegris Inc | 0.4 | ||
| Aercap Holdings NV | 0.3 | ||
| BJ's Wholesale Club Holdings Inc | 0.3 | ||
| Murphy USA Inc | 0.3 | ||
| Philip Morris International Inc | 0.3 | ||
| Armstrong World Industries Inc | 0.3 | ||
| Fastenal Co | 0.3 | ||
| Unifirst Corp | 0.3 | ||
| Ace Ltd | 0.3 | ||
| Tyco Electronics Ltd | 0.3 | ||
| Cooper Companies Inc | 0.3 | ||
| Keysight Technologies Inc | 0.3 | ||
| Cincinnati Financial Corp | 0.3 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | AFPC Diversified Partners III LP | [2012-03-30] | 25.1 M | 35.6 M |
| Filed 2017-05-26 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | AFPC Diversified Partners II LP | [2012-03-30] | 35.9 M | 49.9 M |
| Filed 2017-05-26 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | AFPC Diversified Partners LP | [2012-03-30] | 36.6 M | 69.6 M |
| Filed 2017-05-26 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 3 | 155.1 |
| (g) Pension and profit sharing plans | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 155.1 |
| By Discretionary | ||
| Discretionary | 3 | 155.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 155.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.1 | |
| Total | 3 | 155.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Thomas Parker | Executive Officer | 16 | 3 | |
| Brian Harrison | Executive Officer | 20 | 2 | |
| Pamela Jasinski | Executive Officer | 6 | 2 | |
| John Hause | Executive Officer | 3 | 1 | |
| Partners Inc Diversified | Director | 3 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001843301] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
Trinity Capital Adviser LLC
✚
|
AZ | 157.6 M |
|
Lightview Capital LLC
✚
|
FL | 157.6 M |
|
Belhealth Investment Partners LLC
✚
|
FL | 156.7 M |
|
LotusGroup Capital LLC
✚
|
CO | 156.7 M |
|
Sallyport Partners Investment Manager LLC
✚
|
TX | 156.7 M |
|
Eltura Capital Management LLC
✚
|
NY | 156.5 M |
|
JTS Fund Advisors LLC
✚
|
TX | 156.4 M |
|
Walk-On Capital LLC
✚
|
CA | 155.1 M |
|
Darby Overseas Partners LP
✚
|
DC | 154.5 M |
|
MCT Entertainment Advisors LLC
✚
|
CA | 154.0 M |