RIA Intel›Advisers›California›DIVERSIFI CAPITAL LLC

DIVERSIFI CAPITAL LLC

Advisory

N·LOS ALTOS, CA

Data as of Jan 13, 2026 · Source: SEC Form ADV

Total AUM

$457M

1-Year AUM Growth

+27.0%

3-Year CAGR

+2.3%

Employees

9

Assets Under Management

Total AUM$457M

Discretionary AUM$457M

Non-Discretionary AUM$20K

Discretionary %100%

Total Clients257

Team

Total Employees9

Investment Advisers13

Employee Growth (1Y)0.0%

Private Funds

Number of Private Funds11

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record19

First FilingMay 4, 2021

Latest FilingJan 13, 2026

🔒 Full AUM trend chart and 19 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DIVERSIFI CAPITAL LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.