DESIMONE INVESTMENTS, LLC

DESIMONE INVESTMENTS, LLC is an SEC-registered investment adviser (CRD 156990). Regulatory assets under management: $74.0M.

Registration

• CRD: 156990
• Type: Registered investment adviser
• Phone: 732-801-5724
• Latest filing: 2026-02-18
• Regulatory AUM: $74.0M
• Discretionary AUM: $74.0M
• Clients: 1
• Accounts: 248

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156990 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search