BLACK DIAMOND FINANCIAL, LLC

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Company Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm


Number of Employees:

15 36.36%

of those in investment advisory functions:

11

AUM:

901,029,636 13.92%

of that, discretionary:

823,446,039 12.94%

Private Fund GAV:

0

Avg Account Size:

2,925,421 232.62%

% High Net Worth:

51.62% 2.88%


SMA’s:

YES

Private Funds:

1 1

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
729M 625M 521M 417M 312M 208M 104M
2015 2016 2017 2018 2019 2020 2021 2022 2023


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 1 $

Private Funds



Employees




Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
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