J.P. Diversified Asset Management LLC

Overview

J.P. Diversified Asset Management LLC is a small, single-office registered advisory practice that focuses on portfolio management for individual and family clients and small businesses. The firm operates on a percentage-of-AUM fee model and is controlled by an individual owner. Its public filings show a clear investment preference for exchange-traded equities, and its platform appears structured to deliver discretionary equity-focused portfolios rather than broad institutional solutions. The adviser is not positioned as an active ESG investor and does not identify as a multi-state or pension consultant adviser. Investment activity centers on managing concentrated discretionary relationships rather than a large roster of retail accounts. The stated classification is unclassified, and the firm does not report affiliations with related advisers or capital allocation responsibilities to third-party alternative managers.

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Public Holdings

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Location & Offices