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Black Diamond Financial, LLC

● SEC registered since 2021CRD 314622SEC# 801-121640
Export (members)
Reg. AUM
$365.5M
Employees
2
Accounts
85
Location

Black Diamond Financial, LLC assets under management

Black Diamond Financial, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $365.5 million in regulatory assets under management and employs 2 people.

Black Diamond Financial, LLC owners & executives

5 reported
NameTitleOwnershipSince
Black Diamond Financial Holding, LLC ControlOwnerOver 75%2021
Jaime Lynn Desmond ControlChief Compliance Officer And PresidentUnder 5%2021
Philip Salvatore Blancato ControlChief Executive OfficerUnder 5%2021
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Frequently asked questions

How much does Black Diamond Financial, LLC manage?

Black Diamond Financial, LLC reports $365.5 million in regulatory assets under management on its Form ADV.

How many employees does Black Diamond Financial, LLC have?

Black Diamond Financial, LLC reports 2 employees.

Does Black Diamond Financial, LLC disclose fund performance?

Black Diamond Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone201-214-2104
Office hours9:00 a.m.-5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$320M
Non-discretionary$45.6M
Total (RAUM)$365.5M