# Diversified Partners, Inc.

> 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.

- CRD: 109570
- Filed as: DIVERSIFIED PARTNERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brentwood, TN
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109570
- AdvisorCensus page: https://advisorcensus.com/firm/diversified-partners-inc-brentwood-tn-109570

## Quick answers

**How is Diversified Partners, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Diversified Partners, Inc. reports these compensation arrangements: other.

**Where is Diversified Partners, Inc. located?**
Diversified Partners, Inc.'s principal office is in Brentwood, TN, according to its Form ADV.

**Is Diversified Partners, Inc. registered with the SEC or a state?**
Diversified Partners, Inc. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109570.

**How much does Diversified Partners, Inc. manage?**
Diversified Partners, Inc. reports $155,110,213 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Diversified Partners, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Diversified Partners, Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Diversified Partners, Inc. report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $155,110,213
- Discretionary: $155,110,213
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $155,110,213 |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2000 (26 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): 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?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109570

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $140,257,894 | 4 | April 21, 2021 |
| October 2022 | $159,741,245 | 4 | July 29, 2022 |
| October 2023 | $119,464,946 | 4 | October 3, 2023 |
| October 2024 | $131,844,154 | 4 | March 27, 2024 |
| October 2025 | $150,460,402 | 3 | June 30, 2025 |
| October 2026 | $155,110,213 | 3 | March 30, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Diversified Partners, Inc. (CRD 109570): Form ADV filing data as of October 2026.