The BLACK DIAMOND FINANCIAL, LLC is a privately held investment adviser that advises $2.62Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. BLACK DIAMOND FINANCIAL, LLC 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 130.13% over the last 5-years.
The Group has been registered with the SEC for 11.28 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 2330 WEST JOPPA ROAD SUITE 320, LUTHERVILLE, MARYLAND. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 17 employees comprised of 13 investment and 4 non-investment staff. The total number of Employees increased by 183.33% over the last 5-years.
Their $2.62Bn in assets advised are owned by 3 private funds, 4 public funds and BDCs and 23 other accounts. Assets of Investment Companies (IC) clients own $1.25Bn or 47.71% of Total Assets and High Net Worth Individuals own $1.04Bn or 39.59% of Total Assets.
The Group's top investment strategies include Traditional LBO and Multi Strat, representing 99.84% and 0.16% of total assets, respectively.
They advise 7 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 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 and management fees.
BLACK DIAMOND FINANCIAL, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.