The DIVERSIFIED PARTNERS, INC. is a privately held investment adviser that advises $4.19Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. DIVERSIFIED PARTNERS, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 57.87% over the last 5-years.
The Group has been registered with the SEC for 26.98 years and is comprised of 2 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 5110 MARYLAND WAY, SUITE 300, BRENTWOOD, TENNESSEE. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 34 employees comprised of 34 investment and 0 non-investment staff. The total number of Employees decreased by 8.11% over the last 5-years.
Their $4.19Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 1,047 other accounts. Assets of High Net Worth Individuals clients own $1.86Bn or 44.28% of Total Assets and Corporations or Other Businesses own $1.15Bn or 27.44% of Total Assets.
The Group's top investment strategies include Traditional LBO and Multi Strat, representing 67.83% and 32.17% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 3 private funds with $155.11mn in assets.
The Group discloses fixed fees and management fees.
DIVERSIFIED PARTNERS, INC. names 11 sub-advisers AMI ASSET MANAGEMENT CORP, ARGENT CAPITAL MANAGEMENT LLC, CAMBIAR INVESTORS, LLC, GENEVA CAPITAL MANAGEMENT LLC, O'SHAUGHNESSY ASSET MANAGEMENT, LLC, RIVER ROAD ASSET MANAGEMENT, LLC, RIVERBRIDGE, SEIZERT CAPITAL PARTNERS, THE LONDON COMPANY OF VIRGINIA, WCM INVESTMENT MANAGEMENT, WEDGEWOOD PARTNERS, INC. to 3 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.