Diversified Partners, Inc. manages the activities of three private investment limited partnerships. Diversified Partners coordinates all activities of the partnerships, arranges for record maintenance, prepares and files tax returns, supplies tax information to limited partners, and offers advice on investment styles and money manager selection. Diversified Partners provides investment advice only to the three limited partnerships.
Assets Under Management$150M
Clients3
AdvisorsN/A
Avg. per Client$50M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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