Data / Investment advisers / Tennessee / Diversified Partners, Inc.
Diversified Partners, Inc., Brentwood, TN: $155 million AUM, SEC registered investment adviser
Diversified Partners, Inc. is an SEC registered investment adviser with its main office in Brentwood, Tennessee and reports $155 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include pooled investment vehicles. It is paid through other fees. It advises 3 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 109570
- SEC file number
- 801-57543
- SEC status
- Approved, effective May 2, 2000
- Legal name
- Diversified Partners Inc
- Main office
- 5110 Maryland Way Suite 300, Brentwood, TN 37027
- Phone
- (615) 371-0001
- Regulatory AUM
- $155,110,213 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $155,110,213
- Accounts
- 3
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- other fees
- Private funds
- 3: 3 other private funds
- Gross assets of private funds
- $155,110,213
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $155.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $155.1 million | March 30, 2026 |
| December 1, 2025 | $150.5 million | June 30, 2025 |
Other advisers in Brentwood
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Caldwell Advisors, LLC | Brentwood | $351.4 million | Not listed | adviserinfo.sec.gov |
| Luken Investment Analytics, LLC | Brentwood | $292.2 million | Not listed | adviserinfo.sec.gov |
| Cove Capital Management Inc. | Brentwood | $247.5 million | Not listed | adviserinfo.sec.gov |
| Erisa Advisers, Inc. | Brentwood | $187.1 million | Not listed | adviserinfo.sec.gov |
| Keystone Financial Resources, LLC | Brentwood | $178.5 million | Not listed | adviserinfo.sec.gov |
| J. Mark Nickell & Co. | Brentwood | $146.4 million | Not listed | adviserinfo.sec.gov |
| Planrock Wealth Strategies, LLC | Brentwood | $71.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Brentwood, TN
- Investment advisers in Tennessee
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Diversified Partners, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.