Diamond Investment Management Services, LLC

Overview

Diamond Investment Management Services, LLC is a small, privately owned RIA organized as an LLC that manages concentrated equity-oriented portfolios for individuals, families and a limited number of institutional clients. The firm charges fees based on a percentage of assets under management and performs direct portfolio management for both individuals/small businesses and for business or institutional clients. It also acts as a capital allocator and uses third‑party sub‑advisers where appropriate, selecting and overseeing outside managers for portions of client portfolios. Investment activity shows a clear tilt toward exchange‑traded equities and ETF exposure, with discretionary management across all reported assets. The firm does not identify as an active ESG investor and is not presented as a multi‑state adviser, suggesting a client footprint focused largely within a single state or region. SEC registration year is not provided in the available material.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices