DIAMETER PRINCIPAL FINANCE LLC

RIASEC RegisteredEst. 2023
Total AUM
$3.4B
Discretionary
$3.4B
100% of AUM
Avg account
$3.4B
Accounts
1
Employees
119
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
328057
Registered since
October 24, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Diameter Principal Finance LLC is an SEC-registered investment adviser (registration year 2023) organized as an LLC that serves institutional clients. The firm is structured to act as a CPO or CTA and lists portfolio management for investment companies among its advisory activities, which positions it as an operator and manager of pooled investment vehicles rather than a traditional wealth manager for retail clients. Its stated fee model combines a percentage of assets under management with performance-based fees, consistent with fund-style compensation. The firm is not flagged as an active ESG investor, is not identified as a multi-state adviser, and does not list pension consulting or related-adviser roles. Ownership is split between a domestic entity and an individual, and the firm reports affiliations that include other investment adviser roles and sponsor/GP/manager responsibilities for pooled vehicles.

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 5
  • MICHAEL COHN

    General Counsel & CCOCRD 4938950

  • BENJAMIN PASTERNACK

    Partner and Co-HeadCRD 7797026

  • SCOTT GOODWIN

    Managing Partner & Co-FounderCRD 4413720

Unlock 2 more contacts

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