Diversified Investment Strategies is a fund manager in Baton Rouge with $193.58 mm assets under management.
Company profile
Website
Employees
Industry
SEC CIK
IRS number
202011233
SEC advisor number
801-67260
FINRA CRD number
142202
AUM ?
$193.58 mm
(as of 26 Mar 22)
Accounts
370
(as of 26 Mar 22)
Employees
5
(3 investment advisory or research)
Office hours
MON-THURS; FRI BY APPT, BY APPOINTMENT
Phone
225-292-0687
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Haag, Shane, Joseph | Member/chief Compliance Officer | 02/2011 | 50-75% |
Pope, James, Lee | Member | 02/2011 | 50-75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Advisor.investments | $193.58 mm | |
Aldabra Capital Partners, LP | $2.43 mm | Hedge Fund |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Aug 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23