# Diversified Trust

Diversified Trust is a Multi Family Office based in Memphis, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Memphis, United States
- **Region:** North America
- **Address:** 6075 Poplar Avenue, Suite 850, Memphis, TN 38119, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** diversifiedtrust.com
- **LinkedIn:** https://www.linkedin.com/company/diversified-trust

## Regulatory record

- **Reports private funds:** No

## About

Diversified Trust was established in 1994 by Samuel N. Graham, William S. Reed, J. Hal Daughdrill III, and Larry H. Bryan. The founders built an employee-owned structure that delivers fiduciary services, investment management, trust administration, and family office support. The firm serves multi-generational families and institutions from its Memphis headquarters. Investment activity spans fund-of-funds commitments, direct private equity exposure, hedge fund allocations, and real estate. Confirmed positions include holdings in Alphabet Inc., AbbVie Inc., Apple Inc., and NVIDIA Corporation as of recent 13F filings. The firm participated as a co-investor in the 2016 Western Midstream Partners PIPE alongside First Reserve and Kayne Anderson Capital Advisors. Deployment remains concentrated in North America with emphasis on the Southeast United States. Assets under oversight exceed $11 billion. The firm maintains a donor-advised fund platform through the Diversified Trust Company Charitable Fund and serves as corporate trustee for the James and Elizabeth Bunner Foundation. Additional offices operate across the Southeast. In May 2024 the firm sponsored the Southeastern Family Office Forum in Atlanta focused on family governance and investment strategy. Employee ownership forms the core structural feature that aligns incentives with clients. The firm holds memberships in the Family Office Exchange and Southeastern Family Office Forum, which support ongoing peer exchange and deal sourcing without reliance on external marketing channels.

## Sectors

- Wealth Management
- Private Equity
- Hedge Funds
- Fund of Funds
- Real Estate

## People

- Samuel N. Graham — Chairman and CEO
- William S. Reed — Co-founder and Director Emeritus
- J. Hal Daughdrill III — Co-founder
- Larry H. Bryan — Co-founder and Director Emeritus
- William T. Spitz — Principal

## Questions

### Who runs investment decisions at Diversified Trust?

Samuel N. Graham serves as Chairman and CEO. William T. Spitz acts as a principal with additional board roles at MassMutual Financial Group and Acadia Realty Trust. Investment decisions draw on the employee-owned partnership model.

### Does Diversified Trust participate in fund commitments or only direct deals?

The firm executes both fund-of-funds commitments and selective direct co-investments. A 2016 PIPE in Western Midstream Partners illustrates the direct approach alongside external sponsors.

### What investment stages does Diversified Trust typically target?

Activity covers growth equity, venture, and established private equity through fund commitments and co-investments. Public equity holdings supplement the private portfolio.

### How does Diversified Trust source proprietary deal flow?

Sourcing occurs through memberships in the Family Office Exchange and Southeastern Family Office Forum plus long-standing relationships with custodians and administrators. Employee ownership encourages internal origination.

### Does Diversified Trust maintain philanthropic structures, and how are they separated?

The firm administers the Diversified Trust Company Charitable Fund as a donor-advised platform. It also acts as corporate trustee for the James and Elizabeth Bunner Foundation focused on education and health grants.

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- [Chushin Venture Capital](https://altss.com/profile/chushin-venture-capital)
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Last updated: 2026-08-10T15:54:10.904Z

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