The WOODWARD DIVERSIFIED CAPITAL is a privately held investment adviser that advises $609.78mn in regulatory assets under management held in 2 SEC fund types across 5 investment strategies. WOODWARD DIVERSIFIED CAPITAL is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 52.99% over the last 5-years.
The Group has been registered with the SEC for 6.66 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 5401 BUSINESS PARK SOUTH #217, BAKERSFIELD, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 4 investment and 2 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $609.78mn in assets advised are owned by 11 private funds, 0 public funds and BDCs and 44 other accounts. Assets of High Net Worth Individuals clients own $331.78mn or 54.41% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $218.39mn or 35.82% of Total Assets.
The Group's top investment strategies include Commodities, Traditional LBO and ESG, representing 53.39%, 22.35% and 15.94% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
WOODWARD DIVERSIFIED CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.