Black Diamond Financial, LLC
● SEC registered since 2021CRD 314622SEC# 801-121640
Reg. AUM
$440.6M
Employees
2
Accounts
247
Location
—
Black Diamond Financial, LLC assets under management
Black Diamond Financial, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $440.6 million in regulatory assets under management and employs 2 people.
Black Diamond Financial, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Black Diamond Financial Holding, LLC Control | Owner | Over 75% | 2021 |
| Jaime Lynn Desmond Control | Chief Compliance Officer And President | Under 5% | 2021 |
| Philip Salvatore Blancato Control | Chief Executive Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Black Diamond Financial, LLC manage?
Black Diamond Financial, LLC reports $440.6 million in regulatory assets under management on its Form ADV.
How many employees does Black Diamond Financial, LLC have?
Black Diamond Financial, LLC reports 2 employees.
Does Black Diamond Financial, LLC disclose fund performance?
Black Diamond Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 201-214-2104 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$440.6M▲ 21%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$440.6Mregulatory AUM
Discretionary $369.2MNon-discretionary $71.3M