J.P. DIVERSIFIED ASSET MANAGEMENT LLC

J.P. DIVERSIFIED ASSET MANAGEMENT LLC is an SEC-registered investment adviser (CRD 165515). Regulatory assets under management: $25.0M.

Registration

• CRD: 165515
• Type: Registered investment adviser
• Phone: 401-262-0350
• Latest filing: 2026-01-21
• Regulatory AUM: $25.0M
• Discretionary AUM: $25.0M
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM.

Clients served: 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 165515 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search