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Woodward Diversified Capital, LLC

● SEC registered since 2019CRD 306299SEC# 801-117741Bakersfield, CA
Export (members)
Ranks #3,624 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$609.8M
Fund GAV
$218.3M
Private funds
11
Employees
6
Accounts
438
Location
Bakersfield, CA

Woodward Diversified Capital, LLC assets under management

Woodward Diversified Capital, LLC is a registered investment adviser overseen by the SEC based in Bakersfield, CA. The firm has been registered since 2019. It reports $609.8 million in regulatory assets under management and employs 6 people. Woodward Diversified Capital, LLC manages 11 private funds with combined gross assets of $218.3 million, including Wdc Energy, LLC. By regulatory assets, it ranks 3,624 of 6,004 private fund managers.

Woodward Diversified Capital, LLC private funds

11 funds · $218.3M GAV
FundTypeGross assetsMin.
Wdc Energy, LLCPrivate Equity$116.6M$250K
Wdc Energy II Green River LLCPrivate Equity$34.8M$250K
Wdc Genesis, LPPrivate Equity$24.7M$250K
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Woodward Diversified Capital, LLC owners & executives

3 reported
NameTitleOwnershipSince
Beau Thomas Woodward ControlPartner25-50%2019
Gabriel Thomas Woodward ControlPartner25-50%2019
Thomas Dorsey Woodward ControlPartner, Chief Compliance Officer25-50%2019

Frequently asked questions

How much does Woodward Diversified Capital, LLC manage?

Woodward Diversified Capital, LLC reports $609.8 million in regulatory assets under management on its Form ADV.

How many private funds does Woodward Diversified Capital, LLC manage?

Woodward Diversified Capital, LLC manages 11 private funds with combined gross assets of $218.3 million.

How many employees does Woodward Diversified Capital, LLC have?

Woodward Diversified Capital, LLC reports 6 employees.

Where is Woodward Diversified Capital, LLC located?

Woodward Diversified Capital, LLC is based in Bakersfield, CA and has been SEC-registered since 2019.

Does Woodward Diversified Capital, LLC disclose fund performance?

Woodward Diversified Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5401 Business Park South, #217, Bakersfield, CA 93309
Phone661-498-7500
Fax661-498-7509
Office hours7:00 a.m. To 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1846177
Discloses disciplinary historyNo

Regulatory AUM

$609.8M▲ 7%
Mar '25 — $569.4MApr '25 — $570.8MMay '25 — $570.8MJun '25 — $570.8MJul '25 — $570.8MAug '25 — $570.8MSep '25 — $570.8MOct '25 — $570.8MNov '25 — $570.8MDec '25 — $570.8MJan '26 — $570.8MFeb '26 — $570.8MMar '26 — $609.8MApr '26 — $609.8MMay '26 — $609.8MJun '26 — $609.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
AUM vs fund managersTop 60%
Larger than 40% of 6,004 private-fund managers
Number of fundsTop 23%
More funds than 77% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$609.8Mregulatory AUM
Discretionary $609.8M