# Diversified

Diversified is a Bank / Wealth / Trust based in Wilmington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Wilmington, United States
- **Region:** North America
- **Address:** Wayne, PA, United States
- **Founded:** 1982
- **Assets under management:** Undisclosed
- **Website:** diversifiedllc.com
- **LinkedIn:** https://www.linkedin.com/company/diversified-

## Regulatory record

- **CRD number:** 331709
- **SEC file number:** 801-130728
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331709

## About

Founded in 1982 and based in Wayne, Pennsylvania, Diversified began as a financial planning and investment advisory practice serving families and business owners in the Mid-Atlantic. Over four decades it expanded into structuring and managing private market investments directly, rather than solely allocating to third-party funds. The firm operates as a registered investment advisor, with its alternatives platform sourcing and managing assets across real estate, private credit, and select operating businesses in healthcare and enterprise services. The firm’s deployment model combines direct real estate equity and debt origination with control investments in lower-middle-market companies. It runs dedicated strategies in multifamily, industrial, and medical-office properties, and has originated senior and mezzanine loans secured by commercial assets. On the corporate side, Diversified acquires and operates niche healthcare-services and B2B software platforms, holding them for extended periods rather than cycling through traditional private equity holds. The portfolio spans the Northeast, Southeast, and Texas markets, with a concentration in asset-heavy, cash-flowing sectors. Diversified maintains a lean internal structure typical of an RIA with integrated deal teams. Its alternatives professionals originate, underwrite, and asset-manage direct deals, while the broader advisory team delivers wealth planning, estate strategy, and tax-aware portfolio construction. The firm does not disclose total regulatory assets under management or aggregate deal volume publicly. In recent years it has expanded its real estate credit activities, originating bridge and construction loans against residential and commercial collateral in secondary East Coast markets (per the firm's publicly available materials). What distinguishes the firm’s structure is its dual role: it acts as a fiduciary financial advisor for its wealth management clients while simultaneously serving as the direct investment platform for the same client base. This integrated model — planning, allocation, and alternative-asset origination housed under one RIA — places Diversified in a narrow overlap between multi-family office and private investment manager. Client capital can flow into proprietary real estate and private credit vehicles without the intermediation of a third-party GP, reducing fee layering and giving the firm full control over asset management and exit timing.

## Sectors

- Real Estate
- Private Credit
- Healthcare Services
- Enterprise Software

## Questions

### Who runs investment decisions at Diversified?

Diversified operates as an integrated registered investment advisor, meaning its in-house team both constructs client portfolios and originates direct alternative investments. Day-to-day investment committee decisions are made by senior principals within the firm. Because the firm does not publicly name a single CIO or managing partner in its regulatory filings or website materials, the specific individuals leading alternatives origination are not publicly documented.

### How does Diversified source proprietary deal flow?

The firm sources direct real estate and private credit opportunities through long-standing relationships with regional developers, commercial brokers, and business owners, primarily in the Mid-Atlantic and Southeast. Its model relies on originating and underwriting deals in-house, rather than bidding on broadly marketed auctions. This local-network approach — built over four decades of operating from a single Pennsylvania headquarters — supports its niche in middle-market, asset-heavy transactions.

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Last updated: 2026-06-03T20:00:00.000Z

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