Di Investment Management Lp
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Overview
Di Investment Management Lp is a financial advisory firm based in Dallas, Texas. It oversees $271.6 million in assets under management throughout two client accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). The company has an average-sized group, including 47 financial advisors. Di Investment Management Lp does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like bonds, equities and options.
Di Investment Management Lp administers all of the firm's accounts in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction choices for the client's account without requiring the client's approval. Di Investment Management Lp manages roughly $135.8 million in assets for every account. The average financial advisor at Di Investment Management Lp oversees fewer than one client account, making it one of the most personalized advisor firms in the country.
The firm's headquarters is located at 17304 Preston Road, Suite 550, Dallas, Texas 75252-5625. The firm is legally allowed to serve investors in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Di Investment Management Lp by the Numbers
$271.6 million
75
2
$135.8 million
Fee Structure
Financial management fees typically are based on the type of services provided. Fee types billed by the company can be comprised of the following fee structures: asset-based or performance-based. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles. Out of its two clients, Di Investment Management Lp's largest client by number of accounts 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.
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Disclosures
Di Investment Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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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.
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