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Black Diamond Financial, LLC

● SEC registered since 2015CRD 145108SEC# 801-96172Lutherville, MD
Export (members)
Ranks #2,625 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.37B
Fund GAV
$6M
Private funds
3
Employees
17
Accounts
1,261
Location
Lutherville, MD

Black Diamond Financial, LLC assets under management

Black Diamond Financial, LLC is an SEC-registered investment adviser based in Lutherville, MD. The firm has been registered since 2015. It reports $1.4 billion in regulatory assets under management and employs 17 people. Black Diamond Financial, LLC manages 3 private funds with combined gross assets of $6 million, including Black Diamond Financial - Access Holdings Fund II. By regulatory assets, it ranks 2,625 of 6,004 private fund managers.

Black Diamond Financial, LLC private funds

3 funds · $6M GAV
FundTypeGross assetsMin.
Black Diamond Financial - Access Holdings Fund IIPrivate Equity$4M$100K
Black Diamond Financial Software Fund, L.P.Private Equity$2M
Bdf GP Solutions Fund, L.P.Private Equity

Black Diamond Financial, LLC owners & executives

3 reported
NameTitleOwnershipSince
Dryden Capital Management Trust ControlOwner25-50%2013
Matthew Paul Goette ControlMember/Chief Compliance Officer50-75%2007
Lindsay Dyson Dryden ControlTrusteeOver 75%2013

Frequently asked questions

How much does Black Diamond Financial, LLC manage?

Black Diamond Financial, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.

How many private funds does Black Diamond Financial, LLC manage?

Black Diamond Financial, LLC manages 3 private funds with combined gross assets of $6 million.

How many employees does Black Diamond Financial, LLC have?

Black Diamond Financial, LLC reports 17 employees.

Where is Black Diamond Financial, LLC located?

Black Diamond Financial, LLC is based in Lutherville, MD and has been SEC-registered since 2015.

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

Address2330 West Joppa Road, Suite 320, Lutherville, MD 21093
Phone443-841-7772
Fax757-216-0120
Office hoursBy Appointment
SEC regionPhiladelphia Regional Office (PLRO)
CIK1759236
Discloses disciplinary historyNo

Regulatory AUM

$1.37B▲ 31%
Mar '25 — $1.04BApr '25 — $1.04BMay '25 — $1.04BJun '25 — $1.04BJul '25 — $1.04BAug '25 — $1.04BSep '25 — $1.04BOct '25 — $1.04BNov '25 — $1.04BDec '25 — $1.04BJan '26 — $1.04BFeb '26 — $1.04BMar '26 — $1.37BApr '26 — $1.37BMay '26 — $1.37BJun '26 — $1.37B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
AUM vs fund managersTop 44%
Larger than 56% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 28%
More than 72% of 16,825 advisers

Assets under management

$1.37Bregulatory AUM
Discretionary $1.23BNon-discretionary $143.9M

Service providers

Custodian
Administrator