DIAMOND INVESTMENT MANAGEMENT SERVICES, LLC

DIAMOND INVESTMENT MANAGEMENT SERVICES, LLC is an SEC-registered investment adviser (CRD 164439). Regulatory assets under management: $25.0M.

Registration

• CRD: 164439
• Type: Registered investment adviser
• Phone: (406) 926-2835
• Latest filing: 2026-01-29
• Regulatory AUM: $25.0M
• Discretionary AUM: $25.0M
• Clients: 1
• Accounts: 126

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164439 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search