RIA Intel›Advisers›New Jersey›DESIMONE INVESTMENTS, LLC

DESIMONE INVESTMENTS, LLC

Advisory

NJ

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in NJ

#639

of 775 advisers by AUM

Average account

$298K

across 248 accounts

AUM per adviser

$74M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$74M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$74M

Discretionary AUM$74M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients112

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

112 clients

19 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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