BLACK DIAMOND FINANCIAL, LLC
CRD #145108 SEC #801-96172 LUTHERVILLE, MD 443-841-7772
SEC Registered Private Funds
Total AUM
$1B
Discretionary
$959.3M
Employees
14
Clients
251
Accounts
328
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1B | $959.3M | $84.4M | 14 | 0 |
| Oct 2024 | $701.4M | $623.8M | $77.6M | 13 | 0 |
| Mar 2024 | $701.4M | $623.8M | $77.6M | 13 | 0 |
| Oct 2023 | $545.9M | $484.1M | $61.8M | 12 | 0 |
| Mar 2023 | $545.9M | $484.1M | $61.8M | 9 | 0 |
| Jan 2023 | $551.5M | $481M | $70.5M | 9 | 0 |
| Aug 2022 | $551.5M | $481M | $70.5M | 9 | 0 |
| Jul 2022 | $551.5M | $481M | $70.5M | 10 | 0 |
| Jun 2022 | $551.5M | $481M | $70.5M | 9 | 0 |
| Mar 2022 | $551.5M | $481M | $70.5M | 9 | 0 |
| Mar 2022 | $551.5M | $481M | $70.5M | 8 | 0 |
| Dec 2021 | $488.6M | $428.2M | $60.3M | 7 | 0 |
| Aug 2021 | $488.6M | $428.2M | $60.3M | 6 | 0 |
| Mar 2021 | $488.6M | $428.2M | $60.3M | 6 | 0 |
| Jun 2020 | $364.6M | $320.1M | $44.5M | 5 | 0 |
| Mar 2020 | $364.6M | $320.1M | $44.5M | 5 | 0 |
| Mar 2019 | $307.9M | $271.9M | $36.1M | 5 | 0 |
| Sep 2018 | $280.4M | $244M | $36.4M | 5 | 0 |
| Mar 2018 | $280.4M | $244M | $36.4M | 4 | 0 |
| Jul 2017 | $175.1M | $164.7M | $10.5M | 4 | 26 |
| Mar 2017 | $175.1M | $164.7M | $10.5M | 4 | 26 |
| Nov 2016 | $155M | $150M | $5M | 6 | 26 |
| Oct 2016 | $155M | $150M | $5M | 5 | 26 |
| Apr 2016 | $117M | $112.2M | $4.8M | 4 | 26 |
| Mar 2016 | $117M | $112.2M | $4.8M | 4 | 26 |
| Apr 2015 | $101.4M | $90.7M | $10.7M | 4 | 26 |
| Apr 2015 | $101.4M | $90.7M | $10.7M | 4 | 26 |
| Apr 2015 | $101.4M | $90.7M | $10.7M | 4 | 26 |
DateMar 2025
Total AUM$1B
Discretionary$959.3M
Non-Disc.$84.4M
Employees14
Clients0
DateOct 2024
Total AUM$701.4M
Discretionary$623.8M
Non-Disc.$77.6M
Employees13
Clients0
DateMar 2024
Total AUM$701.4M
Discretionary$623.8M
Non-Disc.$77.6M
Employees13
Clients0
DateOct 2023
Total AUM$545.9M
Discretionary$484.1M
Non-Disc.$61.8M
Employees12
Clients0
DateMar 2023
Total AUM$545.9M
Discretionary$484.1M
Non-Disc.$61.8M
Employees9
Clients0
DateJan 2023
Total AUM$551.5M
Discretionary$481M
Non-Disc.$70.5M
Employees9
Clients0
DateAug 2022
Total AUM$551.5M
Discretionary$481M
Non-Disc.$70.5M
Employees9
Clients0
DateJul 2022
Total AUM$551.5M
Discretionary$481M
Non-Disc.$70.5M
Employees10
Clients0
DateJun 2022
Total AUM$551.5M
Discretionary$481M
Non-Disc.$70.5M
Employees9
Clients0
DateMar 2022
Total AUM$551.5M
Discretionary$481M
Non-Disc.$70.5M
Employees9
Clients0
DateMar 2022
Total AUM$551.5M
Discretionary$481M
Non-Disc.$70.5M
Employees8
Clients0
DateDec 2021
Total AUM$488.6M
Discretionary$428.2M
Non-Disc.$60.3M
Employees7
Clients0
DateAug 2021
Total AUM$488.6M
Discretionary$428.2M
Non-Disc.$60.3M
Employees6
Clients0
DateMar 2021
Total AUM$488.6M
Discretionary$428.2M
Non-Disc.$60.3M
Employees6
Clients0
DateJun 2020
Total AUM$364.6M
Discretionary$320.1M
Non-Disc.$44.5M
Employees5
Clients0
DateMar 2020
Total AUM$364.6M
Discretionary$320.1M
Non-Disc.$44.5M
Employees5
Clients0
DateMar 2019
Total AUM$307.9M
Discretionary$271.9M
Non-Disc.$36.1M
Employees5
Clients0
DateSep 2018
Total AUM$280.4M
Discretionary$244M
Non-Disc.$36.4M
Employees5
Clients0
DateMar 2018
Total AUM$280.4M
Discretionary$244M
Non-Disc.$36.4M
Employees4
Clients0
DateJul 2017
Total AUM$175.1M
Discretionary$164.7M
Non-Disc.$10.5M
Employees4
Clients26
DateMar 2017
Total AUM$175.1M
Discretionary$164.7M
Non-Disc.$10.5M
Employees4
Clients26
DateNov 2016
Total AUM$155M
Discretionary$150M
Non-Disc.$5M
Employees6
Clients26
DateOct 2016
Total AUM$155M
Discretionary$150M
Non-Disc.$5M
Employees5
Clients26
DateApr 2016
Total AUM$117M
Discretionary$112.2M
Non-Disc.$4.8M
Employees4
Clients26
DateMar 2016
Total AUM$117M
Discretionary$112.2M
Non-Disc.$4.8M
Employees4
Clients26
DateApr 2015
Total AUM$101.4M
Discretionary$90.7M
Non-Disc.$10.7M
Employees4
Clients26
DateApr 2015
Total AUM$101.4M
Discretionary$90.7M
Non-Disc.$10.7M
Employees4
Clients26
DateApr 2015
Total AUM$101.4M
Discretionary$90.7M
Non-Disc.$10.7M
Employees4
Clients26