Desimone Investments, LLC

Overview

Desimone Investments, LLC is an independent registered investment adviser operating as a limited liability company focused on individual and family clients, including small business owners. The firm provides financial planning and portfolio management services and charges clients on a percentage-of-AUM and fixed-fee basis. Its advisory model is centered on discretionary management: the firm reports $74.0M in total assets, all of which are discretionary. Investment activity shows a clear tilt toward public funds and mutual funds as the primary vehicle for client portfolios. The ADV indicates the firm does not position itself as a capital allocator or pension consultant and is not an active ESG investor. Given the client base and stated services, the firm’s manager allocation interest appears conservative and implementation-focused: using pooled public vehicles to gain diversified exposure across equity and fixed income rather than direct alternative strategies or bespoke private placements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices