Overview

Total Firm Assets
$1.4 billion
Average High-Net-Worth Client Portfolio Size
$48.8 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: DIAPHANUM AMERICAS LLC FORM ADV PART 2A (2026-06-24) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above 0.25% – 2.00%

Stated Minimum Annual Fee: $3,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $20,000 2.00%
$5 million $100,000 2.00%
$10 million $200,000 2.00%
$50 million $1,000,000 2.00%
$100 million $2,000,000 2.00%

Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
99.85%
Number of High-Net-Worth Clients
28
Total Client Accounts
131
Non-Discretionary Accounts
131

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
310052
  • DIAPHANUM AMERICAS LLC FORM ADV PART 2A (2026-06-24) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions