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 institutional RIA that provides portfolio management services to investment companies. The firm operates under a limited liability company structure and is owned by a combination of a domestic entity and an individual. Its client base is institutional, and its compensation is charged as a percentage of assets under management. Diameter Dcf is not positioned as a capital allocator and does not identify as an active ESG investor. Regulatory and business activity signals indicate a specialized, fund-focused operator: the firm is registered with the SEC in 2025 and lists CPO/CTA activities alongside portfolio management for investment companies. It is not a pension consultant, not a multi-state adviser, and is not described as a related adviser to other firms.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mathew Gilmartin

    Chief Operating Officer & Chief Financial OfficerCRD 4888957

Contacts

3 of 3
  • Jonathan Lewinsohn

    Jonathan Lewinsohn

    Managing PartnerCRD 4416638

  • Scott Goodwin

    Scott Goodwin

    Managing Partner & Co-FounderCRD 4413720

  • Michael Cohn

    Michael Cohn

    General Counsel & CCOCRD 4938950

Wealth teams

FINTRX

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