# J.P. Diversified Asset Management LLC

> J.P. Diversified Asset Management LLC is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 165515
- Filed as: J.P. DIVERSIFIED ASSET MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Rhode Island
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165515
- AdvisorCensus page: https://advisorcensus.com/firm/j-p-diversified-asset-management-llc-165515

## Quick answers

**How is J.P. Diversified Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), J.P. Diversified Asset Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Is J.P. Diversified Asset Management LLC registered with the SEC or a state?**
J.P. Diversified Asset Management LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 165515.

**How much does J.P. Diversified Asset Management LLC manage?**
J.P. Diversified Asset Management LLC reports $25,004,100 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (100% discretionary).

**What types of clients does J.P. Diversified Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (1).

**Does J.P. Diversified Asset Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165515

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $25,004,100
- Discretionary: $25,004,100
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 1 | $25,004,100 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jp-diversified.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J.P. Diversified Asset Management LLC (CRD 165515): Form ADV filing data as of October 2026.