Diversified Partners, Inc.

RIASEC RegisteredEst. 2000
Total AUM
$155M
Discretionary
$155M
100% of AUM
Avg account
$51.7M
Accounts
3
Employees
3
Advisory reps
3

Firm details

Headquarters
Brentwood, Tennessee
CRD number
109570
Registered since
May 2, 2000
Website
dpcre.com
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Diversified Partners, Inc. is an institutional registered investment adviser organized as a corporation and SEC-registered since 2000. The firm is individually owned and positions itself primarily as a capital allocator for institutional clients, with its advisory activity focused on the selection of other advisers. Fee arrangements are listed as "other," indicating non-standard or bespoke pricing rather than a simple AUM or commission schedule. The firm does not identify as an active ESG investor and is not described as a multistate or newly formed adviser. The firm also reports industry affiliations that include broker-dealer relationships, connections to other investment advisers, ties to an insurance company, and involvement with pension consulting or related services. Those affiliations suggest the firm operates at the intersection of advice, distribution and institutional service delivery rather than as a single-product shop.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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
  • Heather Hale

    Heather Hale

    Chief Compliance OfficerCRD 4470449

Contacts

2 of 2
  • Thomas Parker

    Thomas Parker

    Investment RepresentativeCRD 356789

  • Daniel Parker

    Daniel Parker

    Registered RepresentativeCRD 6160035

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

Brentwood, TN

Williamson

Location

Brentwood, TN

Headquartered in Brentwood, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Williamson
Address
5110 Maryland Way
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth