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| Woodward Diversified Capital LLC
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|---|---|
| CRD # | 306299 |
| SEC # | 801-117741 |
| CIK # | 0001846177 |
| AUM | $609.8 M (2026-03-19) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 661-498-7500 |
| Address | 5401 Business Park South Bakersfield, CA 93309 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Reliance Steel & Aluminum Co | 25.5 | ||
| Apple Inc | 12.3 | ||
| Chevron Corp | 8.2 | ||
| Nvidia Corp | 7.1 | ||
| Wells Fargo & Co/MN | 6.2 | ||
| Genelux Corp | 5.9 | ||
| Amazon Com Inc | 4.9 | ||
| Alphabet Inc | 4.7 | ||
| Microsoft Corp | 4.1 | ||
| Johnson & Johnson | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | WDC Genesis 12 LLC | [2025-04-29] | 2.8 | 5.9 |
| PE | WDC Genesis 13 LLC | [2025-04-29] | 0.2 | 1.9 |
| PE | WDC Genesis LP | [2025-03-25] | 12.4 | 24.7 |
| PE | WDC Biotech Fund I LLC | [2023-10-10] | 0.5 | 6.1 |
| PE | WDC Credit Fund LLC | [2023-10-10] | 4.0 | 9.8 |
| PE | WDC Qualified Credit Fund LLC | [2023-10-10] | 0.8 | 4.1 |
| PE | WDC Space X LLC | [2023-10-10] | 2.6 | 3.5 |
| PE | WDC Technology Fund 1 LLC | [2022-09-22] | 3.5 | 4.3 |
| PE | WDC Energy II Green River LLC | [2022-09-19] | 35.1 | 34.8 |
| PE | WDC Rondo LLC | [2021-10-27] | 3.7 | 6.7 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 25.5 |
| (b) Individuals (high net worth individuals) | 111 | 331.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 218.4 |
| (g) Pension and profit sharing plans | 22 | 20.6 |
| (h) Charitable organizations | 9 | 5.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 7.8 |
| (n) Other | 0 | 0.0 |
| Total | 438 | 609.8 |
| By Discretionary | ||
| Discretionary | 438 | 609.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 438 | 609.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 609.3 | |
| Total | 438 | 609.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Thomas Woodward | 14 | 2 | ||
| Beau Woodward | 13 | 2 | ||
| Gabriel Woodward | 12 | 1 | ||
| Woodward Diversified Capital LLC | 11 | 1 | ||
| Woodward Diversfied Capital LLC | 1 | 1 | ||
| WTW Partners LLC | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001846177] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trinity Financial Advisors LLC
✚
|
OH | 0.7 |
|
Stone Temple Partners LLC
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NY | 0.7 |
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Granite Harbor Advisors Inc
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TX | 0.6 |
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Pharos Capital Group LLC
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TN | 0.6 |
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Mirabilis Management Company LLC
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0.6 | |
|
ATON Financial LLC
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PR | 0.6 |
|
Florida Atlantic Securities Corp
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FL | 0.6 |
|
Painted Porch Advisors LLC
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CA | 0.6 |
|
Prairie Wealth Advisors Inc
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NE | 0.6 |
|
TSP Capital Management Group LLC
✚
|
NJ | 0.6 |