Diversified Investment Services LLC

Based on public records and SEC registration, the firm appears to operate as a multi-family office or registered investment advisor serving multiple high-net-worth families. It does not publicly market itself as a single-family office tied to a specific wealth origin.

The firm does not publicly disclose named principals or investment committee members. As an SEC-registered RIA, it must have a chief compliance officer and advisory team, but those details are not in public-facing documents.

Public filings indicate the firm provides investment advisory services that likely include asset allocation across public equities, fixed income, and alternative investments, though specific asset-class breakdowns or portfolios are not disclosed.

The firm does not publicly describe its sourcing model for direct investments or co-investments. Given its RIA structure, deal flow likely comes through client referrals and traditional advisory channels rather than proprietary origination.

AUM figures are not publicly disclosed. The firm files as an SEC-registered advisor but does not publish its regulatory assets under management in commonly available sources.