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Diversified Enterprises, LLC

● SEC registered since 2024CRD 331709SEC# 801-130728Wilmington, DE
Export (members)
Ranks #1,852 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$2.08B
Fund GAV
$46.5M
Private funds
1
Employees
45
Accounts
5,494
Location
Wilmington, DE

Diversified Enterprises, LLC assets under management

Diversified Enterprises, LLC is an investment advisory firm registered with the SEC based in Wilmington, DE. The firm has been registered since 2024. It reports $2.1 billion in regulatory assets under management and employs 45 people. Diversified Enterprises, LLC manages 1 private fund with combined gross assets of $46.5 million, including Cash Management, L.P. II. By regulatory assets, it ranks 1,852 of 5,911 private fund managers.

Diversified Enterprises, LLC private funds

1 funds · $46.5M GAV
FundTypeGross assetsMin.
Cash Management, L.P. IIOther Private$46.5M

Diversified Enterprises, LLC owners & executives

12 reported
NameTitleOwnershipSince
Andrew Scott Rosen ControlPresident25-50%2024
Anthony LabarberaChief Operating OfficerUnder 5%2024
David Phillip Levy ControlChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Diversified Enterprises, LLC manage?

Diversified Enterprises, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.

How many private funds does Diversified Enterprises, LLC manage?

Diversified Enterprises, LLC manages 1 private funds with combined gross assets of $46.5 million.

How many employees does Diversified Enterprises, LLC have?

Diversified Enterprises, LLC reports 45 employees.

Where is Diversified Enterprises, LLC located?

Diversified Enterprises, LLC is based in Wilmington, DE and has been SEC-registered since 2024.

Does Diversified Enterprises, LLC disclose fund performance?

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

Contact & registration

Address3705 Concord Pike, Wilmington, DE 19803
Phone302-765-3500
Fax302-765-3600
Office hoursMon - Thur 8 - 5; Fri 8 - 4
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.02B
Non-discretionary$55.7M
Total (RAUM)$2.08B

Service providers