Diversis Capital Management, L.P
Answer a few questions and
get matched with an advisor.
Learn more about Diversis Capital Management, L.P
Overview
Diversis Capital Management, L.P is a financial advisory firm located in Los Angeles, California. It handles $1.7 billion in total assets throughout 14 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management (AUM). It has a small group, including 18 financial advisors. Diversis Capital Management, L.P is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as equities, options and bonds.
Diversis Capital Management, L.P oversees all of the company's accounts in a discretionary manner. Discretionary management means that an investment advisor makes buy and sell choices without needing the client's consent. Diversis Capital Management, L.P manages about $123.6 million for every client account. An average financial advisor at Diversis Capital Management, L.P oversees fewer than one client account, making it one of the most individualized advisor firms in the country.
Diversis Capital Management, L.P's central office is at 2000 Avenue Of The Stars, Los Angeles, California 90067. The firm is legally registered to serve investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Diversis Capital Management, L.P by the Numbers
$1.7 billion
21
14
$123.6 million
Fee Structure
Fees for financial advisory services usually depend on which services the firm provides the client. Fee types charged by the company likely are comprised of some combination of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It works with pooled investment vehicles. Out of its 14 accounts, Diversis Capital Management, L.P's biggest client group is pooled investment vehicles. None of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Diversis Capital Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.