The DIAMOND CLIENT GROUP is a privately held investment adviser that advises $197.35mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. DIAMOND CLIENT GROUP 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 1,261% over the last 4-years.
The Group has been registered with the SEC for 1.32 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 9595 SIX PINES DRIVE SUITE 6200, THE WOODLANDS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 11 employees comprised of 11 investment and 0 non-investment staff. The total number of Employees increased by 450% over the last 5-years.
Their $197.35mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 69 other accounts. Assets of High Net Worth Individuals clients own $117.23mn or 59.4% of Total Assets and Corporations or Other Businesses own $43.68mn or 22.13% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 6 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, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $11.54mn in assets.
The Group discloses fixed fees and management fees.
DIAMOND CLIENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.