DIVERSIFIED MANAGEMENT INC
CRD #106680 SEC #801-46436 MILWAUKEE, WI 414-292-1900
SEC Registered
Total AUM
$1.7B
Discretionary
$1.6B
Employees
8
Clients
101
Accounts
1,706
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.7B | $1.6B | $96.9M | 8 | 0 |
| Feb 2025 | $1.6B | $1.5B | $101.5M | 7 | 0 |
| May 2024 | $1.6B | $1.5B | $101.5M | 7 | 0 |
| Apr 2024 | $1.6B | $1.5B | $101.5M | 7 | 0 |
| Mar 2024 | $1.6B | $1.5B | $101.5M | 8 | 0 |
| Jan 2024 | $1.4B | $1.3B | $100.5M | 8 | 300 |
| Jul 2023 | $1.4B | $1.3B | $100.5M | 7 | 300 |
| Jun 2023 | $1.4B | $1.3B | $100.5M | 7 | 300 |
| Mar 2023 | $1.4B | $1.3B | $100.5M | 8 | 300 |
| Mar 2023 | $1.4B | $1.3B | $100.5M | 8 | 300 |
| Jun 2022 | $1.6B | $1.5B | $115.5M | 8 | 300 |
| Mar 2022 | $1.6B | $1.5B | $115.5M | 8 | 300 |
| Mar 2021 | $1.4B | $1.3B | $74.7M | 8 | 300 |
| Jul 2020 | $1.3B | $1.2B | $89.7M | 8 | 300 |
| Jun 2020 | $1.3B | $1.2B | $89.7M | 8 | 300 |
| Mar 2020 | $1.3B | $1.2B | $89.7M | 8 | 300 |
| Mar 2019 | $1B | $935M | $85M | 8 | 300 |
| Jan 2019 | $1.1B | $994M | $75.3M | 8 | 300 |
| Mar 2018 | $1.1B | $994M | $75.3M | 8 | 300 |
| Mar 2017 | $903.7M | $807.7M | $96.1M | 9 | 300 |
| Dec 2016 | $831.3M | $727.9M | $103.4M | 8 | 300 |
| Mar 2016 | $831.3M | $727.9M | $103.4M | 8 | 300 |
| Mar 2015 | $843.1M | $734.7M | $108.4M | 8 | 200 |
| Dec 2014 | $797.6M | $707.4M | $90.2M | 8 | 200 |
| Aug 2014 | $797.6M | $707.4M | $90.2M | 8 | 200 |
| Mar 2014 | $797.6M | $707.4M | $90.2M | 8 | 200 |
| Dec 2013 | $661.5M | $530.3M | $131.1M | 8 | 200 |
| Mar 2013 | $661.5M | $530.3M | $131.1M | 8 | 200 |
| Jun 2012 | $607.3M | $446.6M | $160.7M | 6 | 200 |
| Mar 2012 | $607.3M | $446.6M | $160.7M | 6 | 200 |
| Mar 2009 | $440.7M | $268.9M | $171.8M | 10 | -- |
| Mar 2008 | $569.2M | $342.6M | $226.6M | 10 | -- |
| Mar 2007 | $521.5M | $290.9M | $230.6M | 10 | -- |
| Jan 2006 | $502.4M | $242.4M | $260M | 10 | -- |
| Jan 2006 | $450.6M | $196.6M | $254M | 10 | -- |
| Feb 2005 | $450.6M | $196.6M | $254M | 10 | -- |
| Dec 2004 | $372.9M | $125.9M | $247M | 10 | -- |
| Mar 2002 | $125.6M | $102M | $23.6M | 5 | -- |
DateMar 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$96.9M
Employees8
Clients0
DateFeb 2025
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$101.5M
Employees7
Clients0
DateMay 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$101.5M
Employees7
Clients0
DateApr 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$101.5M
Employees7
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$101.5M
Employees8
Clients0
DateJan 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$100.5M
Employees8
Clients300
DateJul 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$100.5M
Employees7
Clients300
DateJun 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$100.5M
Employees7
Clients300
DateMar 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$100.5M
Employees8
Clients300
DateMar 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$100.5M
Employees8
Clients300
DateJun 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$115.5M
Employees8
Clients300
DateMar 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$115.5M
Employees8
Clients300
DateMar 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$74.7M
Employees8
Clients300
DateJul 2020
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$89.7M
Employees8
Clients300
DateJun 2020
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$89.7M
Employees8
Clients300
DateMar 2020
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$89.7M
Employees8
Clients300
DateMar 2019
Total AUM$1B
Discretionary$935M
Non-Disc.$85M
Employees8
Clients300
DateJan 2019
Total AUM$1.1B
Discretionary$994M
Non-Disc.$75.3M
Employees8
Clients300
DateMar 2018
Total AUM$1.1B
Discretionary$994M
Non-Disc.$75.3M
Employees8
Clients300
DateMar 2017
Total AUM$903.7M
Discretionary$807.7M
Non-Disc.$96.1M
Employees9
Clients300
DateDec 2016
Total AUM$831.3M
Discretionary$727.9M
Non-Disc.$103.4M
Employees8
Clients300
DateMar 2016
Total AUM$831.3M
Discretionary$727.9M
Non-Disc.$103.4M
Employees8
Clients300
DateMar 2015
Total AUM$843.1M
Discretionary$734.7M
Non-Disc.$108.4M
Employees8
Clients200
DateDec 2014
Total AUM$797.6M
Discretionary$707.4M
Non-Disc.$90.2M
Employees8
Clients200
DateAug 2014
Total AUM$797.6M
Discretionary$707.4M
Non-Disc.$90.2M
Employees8
Clients200
DateMar 2014
Total AUM$797.6M
Discretionary$707.4M
Non-Disc.$90.2M
Employees8
Clients200
DateDec 2013
Total AUM$661.5M
Discretionary$530.3M
Non-Disc.$131.1M
Employees8
Clients200
DateMar 2013
Total AUM$661.5M
Discretionary$530.3M
Non-Disc.$131.1M
Employees8
Clients200
DateJun 2012
Total AUM$607.3M
Discretionary$446.6M
Non-Disc.$160.7M
Employees6
Clients200
DateMar 2012
Total AUM$607.3M
Discretionary$446.6M
Non-Disc.$160.7M
Employees6
Clients200
DateMar 2009
Total AUM$440.7M
Discretionary$268.9M
Non-Disc.$171.8M
Employees10
Clients--
DateMar 2008
Total AUM$569.2M
Discretionary$342.6M
Non-Disc.$226.6M
Employees10
Clients--
DateMar 2007
Total AUM$521.5M
Discretionary$290.9M
Non-Disc.$230.6M
Employees10
Clients--
DateJan 2006
Total AUM$502.4M
Discretionary$242.4M
Non-Disc.$260M
Employees10
Clients--
DateJan 2006
Total AUM$450.6M
Discretionary$196.6M
Non-Disc.$254M
Employees10
Clients--
DateFeb 2005
Total AUM$450.6M
Discretionary$196.6M
Non-Disc.$254M
Employees10
Clients--
DateDec 2004
Total AUM$372.9M
Discretionary$125.9M
Non-Disc.$247M
Employees10
Clients--
DateMar 2002
Total AUM$125.6M
Discretionary$102M
Non-Disc.$23.6M
Employees5
Clients--