SourcingSourcing

DIVERSIFIED PARTNERS INC

B63
CRD 109570·SEC 801-57543·BRENTWOOD, TN
AUM
$155.1M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$465K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DIVERSIFIED PARTNERS INC
CRD
109570
SEC file #
801-57543
EIN
000000000
DBA names
Diversified Partners, Inc.

Economics

AUM
$155.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$110.5M → $155.1M▲ +40%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
BRENTWOOD TN
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Selection of other advisers
Fee basis
Other Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PARKER, THOMAS, JENKINS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
PARKER, THOMAS, JENKINS
HALE, HEATHER, OGREN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Participants
252
Form 5500 Total Compensation
26,571
Form 5500 Compensation Trajectory 3y
202526,571
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
26,571
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0000947486
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2017-05-26
Edgar Last Filing Date
2017-05-26
Edgar Form D Count
1
Edgar Form D Offerings
2017-05-262017-05-26 · 0000911283-17-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Fidelity12
E*trade4
Edgar Addresses
Mailing
5110 MARYLAND WAY, SUITE 300BRENTWOOD, TN 37027
Business
5110 MARYLAND WAY, SUITE 300BRENTWOOD, TN 37027
Edgar EIN
000000000
Edgar Recent Filings
D2017-05-26 · 0000911283-17-000004
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
356789
Trust Company Affiliate
No

People (3)

3
PARKER, THOMAS, JENKINS
Direct Owner · 87.5%
356789
HALE, HEATHER, OGREN
Executive Officer · 2.5%
4470449
PARKER, DANIEL, JASON
Executive Officer · 2.5%
6160035