DOUBLE DIAMOND INVESTMENT GROUP, LLC

Overview

Double Diamond Investment Group, LLC is a small, equity‑oriented advisory firm that manages discretionary portfolios for individuals, families and small institutions. The firm operates as both an investment adviser and a registered representative/insurance broker, charging clients on a percentage‑of‑AUM basis. Its stated advisory activities emphasize portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers — a sign that the firm functions as a capital allocator, sourcing third‑party managers or vehicles when a client mandate requires it. The firm’s filings identify an explicit preference for equities and do not list active ESG integration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices