{
  "crd_number": 109570,
  "slug": "diversified-partners-inc-brentwood-tn-109570",
  "primary_business_name": "DIVERSIFIED PARTNERS, INC.",
  "legal_name": "DIVERSIFIED PARTNERS INC",
  "dbas": [],
  "city": "Brentwood",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "34980",
  "metro": {
    "cbsa_code": "34980",
    "common_name": "Nashville",
    "msa_name": "Nashville-Davidson--Murfreesboro--Franklin, TN",
    "path": "/advisors/tn/nashville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-05-02",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 155110213.0,
  "raum_discretionary": 155110213.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 155110213.0,
      "count": 3
    }
  },
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "TN"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109570",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "BRENTWOOD",
  "url": "https://advisorcensus.com/firm/diversified-partners-inc-brentwood-tn-109570",
  "display_name": "Diversified Partners, Inc.",
  "summary": "Diversified Partners, Inc. is an SEC-registered investment advisory firm in Brentwood, TN, registered since 2000, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Diversified Partners, Inc. (CRD 109570): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Diversified Partners, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Diversified Partners, Inc. reports these compensation arrangements: other."
    },
    {
      "q": "Where is Diversified Partners, Inc. located?",
      "a": "Diversified Partners, Inc.'s principal office is in Brentwood, TN, according to its Form ADV."
    },
    {
      "q": "Is Diversified Partners, Inc. registered with the SEC or a state?",
      "a": "Diversified Partners, Inc. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109570."
    },
    {
      "q": "How much does Diversified Partners, Inc. manage?",
      "a": "Diversified Partners, Inc. reports $155,110,213 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Diversified Partners, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Diversified Partners, Inc.: Regulatory assets under management: $140,257,894 in the October 2021 data and $155,110,213 in the October 2026 data, up 11%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Diversified Partners, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Does Diversified Partners, Inc. report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109570"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 140257894.0,
      "total_employees": 4,
      "filing_date": "2021-04-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 159741245.0,
      "total_employees": 4,
      "filing_date": "2022-07-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 119464946.0,
      "total_employees": 4,
      "filing_date": "2023-10-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 131844154.0,
      "total_employees": 4,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 150460402.0,
      "total_employees": 3,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 155110213.0,
      "total_employees": 3,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/diversified-partners-inc-brentwood-tn-109570.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 155110213.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109570",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}