DIAMETER PRINCIPAL FINANCE LLC
Latest filing: Mar 31, 2025 (116 days ago)
AUM
$2,467,752,000
296% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
78
28% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NEW YORK, NY
55 HUDSON YARDS, NEW YORK, NY, UNITED STATES, 10001
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.5 |
| Non-Discretionary | $0.0 |
| Total | $2.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $2.5 |
| Institutional | $0.0 |
| Total | $2.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| DIAMETER CAPITAL PARTNERS LP | $21.6 | 289307 | |
| DIAMETER ASSOCIATES LLC | $0.0 | - | |
| DIAMETER CLO ADVISORS LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
21 active
| Name | Title |
|---|---|
| GOODWIN, SCOTT, KREITLER | CO-CHIEF EXECUTIVE OFFICER & CO-PRESIDENT, MEMBER, MEMBER |
| LEWINSOHN, JONATHAN, NMN | CO-CHIEF EXECUTIVE OFFICER & CO-PRESIDENT, MEMBER, LIMITED PARTNER |
| RAO, SHAILINI, NMN | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER |
| PASTERNACK, BENJAMIN, DAVID | CO-HEAD & PARTNER, LIMITED PARTNER |
| CARVALHO, JOSEPH, ALEXANDER | CO-HEAD & PARTNER, LIMITED PARTNER |
| SHETH, VISHAL, HARSHAD | CHIEF FINANCIAL OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $2.5 | $0.0 | 0% | 78 | 0 | 0% |
| 2025-04-21 | $2.5 | $0.0 | 0% | 78 | 0 | 0% |
| 2024-04-02 | $0.6 | $1.8 | 296% | 61 | 17 | 28% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV