Diversified Investment Strategies, LLC
● SEC registered since 2006CRD 142202SEC# 801-67260Baton Rouge, LA
Ranks #5,119 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$199.4M
Fund GAV
$10.1M
Private funds
1
Employees
6
Accounts
316
Location
Baton Rouge, LA
Diversified Investment Strategies, LLC assets under management
Diversified Investment Strategies, LLC operates as an SEC-registered investment adviser based in Baton Rouge, LA. The firm has been registered since 2006. It reports $199.4 million in regulatory assets under management and employs 6 people. Diversified Investment Strategies, LLC manages 1 private fund with combined gross assets of $10.1 million, including Aldabra Capital Partners, LP. By regulatory assets, it ranks 5,119 of 6,004 private fund managers.
Diversified Investment Strategies, LLC private funds
1 funds · $10.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Aldabra Capital Partners, LP | Hedge | $10.1M | $250K |
Diversified Investment Strategies, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Lee Pope Control | Member | 50-75% | 2011 |
| Shane Joseph Haag Control | Member/Chief Compliance Officer | 50-75% | 2011 |
Frequently asked questions
How much does Diversified Investment Strategies, LLC manage?
Diversified Investment Strategies, LLC reports $199.4 million in regulatory assets under management on its Form ADV.
How many private funds does Diversified Investment Strategies, LLC manage?
Diversified Investment Strategies, LLC manages 1 private funds with combined gross assets of $10.1 million.
How many employees does Diversified Investment Strategies, LLC have?
Diversified Investment Strategies, LLC reports 6 employees.
Where is Diversified Investment Strategies, LLC located?
Diversified Investment Strategies, LLC is based in Baton Rouge, LA and has been SEC-registered since 2006.
Does Diversified Investment Strategies, LLC disclose fund performance?
Diversified Investment Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4870 Bluebonnet Blvd., Suite B, Baton Rouge, LA 70809 |
| Phone | 225-292-0687 |
| Fax | 225-292-0006 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1427196 |
| Discloses disciplinary history | No |
Regulatory AUM
$199.4M▲ 2%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
AUM vs fund managersTop 85%
Larger than 15% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$199.4Mregulatory AUM
Discretionary $185.4MNon-discretionary $14M