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DIVERSIFIED PARTNERS, INC.
Legal name: DIVERSIFIED PARTNERS INC
CRD 109570File 801-57543
APPROVED
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$155.1M
Bottom 25% of cohort (national)
Discretionary AUM
$155.1M
Clients
3
3 accounts
Employees
3
Bottom 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 2, 2000
- Principal office
- 5110 MARYLAND WAY, SUITE 300, BRENTWOOD, TN, 37027
- Phone
- 6153710001
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $155.1M
- Discretionary AUM
- $155.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3
- Non-discretionary accounts
- 0
- Total accounts
- 3
- AUM per client
- $51.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $155.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — NO COMPENSATION FOR IA SERVICES, GP PAID FOR ADMIN SERVICES
Advisory activities
- Selection of other advisers
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $150,460,402 | $155,110,213 | increased by$4,649,811 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $159,741,245 | $150,460,402 | decreased by$9,280,843 |
| Apr 1, 2022 | AUM | $140,257,894 | $159,741,245 | increased by$19,483,351 |
| May 1, 2021 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DIVERSIFIED PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DIVERSIFIED PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.