Diameter Principal Finance LLC

RIASEC RegisteredEst. 2023
Total AUM
$3.4B
Discretionary
$3.4B
100% of AUM
Avg account
$3.4B
Accounts
1
Employees
119
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
328057
Registered since
October 24, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Diameter Principal Finance LLC is a limited liability company registered with the SEC in 2023 and organized as an institutional registered investment adviser. The firm’s client base is institutional, and its compensation combines a percentage-of-assets fee with performance-based fees, which is typical for managers running concentrated or alternative strategies. Ownership is listed as a combination of a domestic entity and an individual. Diameter’s reported business activities include operating as a CPO/CTA and providing portfolio management for investment companies. The firm is also identified as a sponsor, general partner, or managing member of pooled investment vehicles, indicating it both forms and manages pooled structures rather than acting solely as an allocator or sub-adviser. It is not labeled an active ESG investor, and it does not appear to operate as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Mathew Gilmartin

    Chief Operating Officer & Chief Financial OfficerCRD 4888957

Contacts

3 of 5
  • Michael Cohn

    Michael Cohn

    General Counsel & CCOCRD 4938950

  • Scott Goodwin

    Scott Goodwin

    Managing Partner & Co-FounderCRD 4413720

  • Jonathan Lewinsohn

    Jonathan Lewinsohn

    Managing PartnerCRD 4416638

Unlock 2 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
50 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth