DIAMETER DCF ADVISOR LLC

RIASEC RegisteredEst. 2025
Total AUM
$343M
Discretionary
$343M
100% of AUM
Avg account
$343M
Accounts
1
Employees
119
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
335395
Registered since
August 26, 2025
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Diameter Dcf Advisor LLC is an SEC-registered limited liability company that positions itself as an institutional-focused adviser. Its declared business lines include acting as a CPO/CTA and providing portfolio management for investment companies, and it also serves as sponsor, general partner, or managing member of pooled investment vehicles. The firm charges fees based on a percentage of assets under management and does not identify as an active ESG investor. It reports a non-multi-state, non-pension consulting, and non-related-adviser stance.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MATHEW GILMARTIN

    Chief Operating Officer & Chief Financial OfficerCRD 4888957

Contacts

3 of 3
  • JONATHAN LEWINSOHN

    Managing PartnerCRD 4416638

  • SCOTT GOODWIN

    Managing Partner & Co-FounderCRD 4413720

  • MICHAEL COHN

    General Counsel & CCOCRD 4938950

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
50 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth