Diversified Management Inc
● SEC registered since 1994CRD 106680SEC# 801-46436Milwaukee, WI
Reg. AUM
$1.87B
Employees
8
Accounts
1,650
Location
Milwaukee, WI
Diversified Management Inc assets under management
Diversified Management Inc is an SEC-registered investment adviser based in Milwaukee, WI. The firm has been registered since 1994. It reports $1.9 billion in regulatory assets under management and employs 8 people.
Diversified Management Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Andrew Thistle Control | Chief Financial Officer | 10-25% | 2009 |
| Garren Lindsay Agle Control | Vice President & Chief Information Officer | 10-25% | 2017 |
| Michael Patrick Egan Control | Managing Director And Chief Investment Officer | 10-25% | 2017 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Diversified Management Inc manage?
Diversified Management Inc reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Diversified Management Inc have?
Diversified Management Inc reports 8 employees.
Where is Diversified Management Inc located?
Diversified Management Inc is based in Milwaukee, WI and has been SEC-registered since 1994.
Does Diversified Management Inc disclose fund performance?
Diversified Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 330 E. Kilbourn Ave., Suite 1475, Milwaukee, WI 53202 |
| Phone | 414-292-1900 |
| Fax | 414-292-1914 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.87B▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1.87Bregulatory AUM
Discretionary $1.73BNon-discretionary $133.4M