Diversified

Asset Manager SEC-registered adviser

Legal name: Diversified Enterprises, LLC

Wilmington, DE Website LinkedIn X

AUM

$2.8B
Regulatory AUM

Private funds

1
Other 1

Private fund assets

$48.4M
Gross asset value

Employees

53

Last Form D raise

—

From SEC Form ADV filing (filed Aug 4, 2026). View on SEC

People(7)

Owners and executive officers named on the firm's SEC Form ADV.

D
Managing Member, Diversified
J
Trustee, Andrew Rosen Spousal Lifetime Access Trust
K
Senior Wealth Advisor/Senior Partner
L
Trustee, Andrew Rosen Spousal Lifetime Access Trust
M
S
Chief Investment Officer

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Cash Management, L.P. IIOther$48.4M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
331709
SEC file number
801-130728

Sources