Diaphanum

RIASEC RegisteredEst. 2020

Total AUM

$1.4B

Discretionary

0% of AUM

Avg account

$10.4M

Accounts

131

Employees

Advisory reps

Firm details

Headquarters: Madrid,
CRD number: 310052
Registered since: August 21, 2020
Website: www.diaphanum.com
Custodians: UBS FINANCIAL SERVICES INC., GRUPO BURSATIL MEXICANO - GBM, CITIGROUP GLOBAL MARKETS INC., J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM
Client types: HNWI99.85%
Charitable Organizations0.08%
Individuals0.07%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Diaphanum is an LLC and SEC-registered investment adviser (registration year 2020) that provides portfolio management for individuals, families and small businesses, as well as for business and institutional clients. The firm charges fees as a percentage of assets under management and reports that it is not a capital allocator; instead, it relies on external managers for invested positions. Ownership is described as a mix of a foreign entity and an individual. Diaphanum does not identify itself as an active ESG investor and is not registered as a multi-state adviser.