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Diversified Investment Strategies, LLC

● SEC registered since 2006CRD 142202SEC# 801-67260Baton Rouge, LA
Export (members)
Ranks #4,807 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$199.4M
Fund GAV
$10.1M
Private funds
1
Employees
6
Accounts
316
Location
Baton Rouge, LA

Diversified Investment Strategies, LLC assets under management

Diversified Investment Strategies, LLC operates as an SEC-registered investment adviser based in Baton Rouge, LA. The firm has been registered since 2006. It reports $199.4 million in regulatory assets under management and employs 6 people. Diversified Investment Strategies, LLC manages 1 private fund with combined gross assets of $10.1 million, including Aldabra Capital Partners, LP. By regulatory assets, it ranks 4,807 of 5,911 private fund managers.

Diversified Investment Strategies, LLC private funds

1 funds · $10.1M GAV
FundTypeGross assetsMin.
Aldabra Capital Partners, LPHedge$10.1M$250K

Diversified Investment Strategies, LLC owners & executives

2 reported
NameTitleOwnershipSince
James Lee Pope ControlMember50-75%2011
Shane Joseph Haag ControlMember/Chief Compliance Officer50-75%2011

Frequently asked questions

How much does Diversified Investment Strategies, LLC manage?

Diversified Investment Strategies, LLC reports $199.4 million in regulatory assets under management on its Form ADV.

How many private funds does Diversified Investment Strategies, LLC manage?

Diversified Investment Strategies, LLC manages 1 private funds with combined gross assets of $10.1 million.

How many employees does Diversified Investment Strategies, LLC have?

Diversified Investment Strategies, LLC reports 6 employees.

Where is Diversified Investment Strategies, LLC located?

Diversified Investment Strategies, LLC is based in Baton Rouge, LA and has been SEC-registered since 2006.

Does Diversified Investment Strategies, LLC disclose fund performance?

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

Contact & registration

Address4870 Bluebonnet Blvd., Suite B, Baton Rouge, LA 70809
Phone225-292-0687
Fax225-292-0006
Office hoursBy Appointment
SEC regionMiami Regional Office (MIRO)
CIK1427196
Discloses disciplinary historyNo

Assets under management

Discretionary$185.4M
Non-discretionary$14M
Total (RAUM)$199.4M

Service providers