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Diversified Investment Services LLC
Diversified Investment Services LLC was founded as a California-based registered investment advisor, serving high-net-worth clients through personalized...
Diversified Investment Services LLC
Diversified Investment Services LLC was founded as a California-based registered investment advisor, serving high-net-worth clients through personalized wealth management. The firm's structure suggests a multi-family office model, though specific founding details and principals are not publicly documented. The firm's investment approach centers on asset allocation and strategic financial planning, likely spanning public equities, fixed income, and alternative assets per typical RIA mandates. Geographic focus appears limited to California, with no disclosed portfolio companies or direct deal activity in public records. No team size, AUM, or recent operational events are verifiable from public sources. The firm maintains a registration as an RIA with the SEC, indicating regulatory compliance but no public marketing of investment activity or portfolio holdings. A structural differentiator is the firm's opaque public profile combined with SEC registration — it operates as a regulated advisory entity without the typical visibility of a family office, suggesting a private-client focus over institutional marketing.
General information
Firm type
other
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Is Diversified Investment Services LLC a single-family office or multi-family office?
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.
Who manages investment decisions at Diversified Investment Services LLC?
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.
What types of assets does Diversified Investment Services LLC invest in?
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.
How does Diversified Investment Services LLC source deals?
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.
What is the known AUM for Diversified Investment Services LLC?
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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