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Diversified Partners

Private funds

Brentwood, TNCRD 109570Updated

Diversified Partners is an investment adviser based in Brentwood, TN, registered with the SEC since 2000. It provides selecting other managers. Its clients include pooled investment vehicles. Its regulatory assets under management total $155 million, as filed on 30 March 2026.

3
Clients
Not reported
AUM per individual client
3
Advisory staff
1
Offices

From Form ADV filed 30 March 2026SEC record

Services and clients

Diversified Partners provides selecting other managers. The firm advises 3 private funds.

Diversified Partners reports 3 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($155M across 3 accounts) are managed with discretion.

Clients and assets by client type
Clients3 clients
Assets$155M
Share of clients and assets by client type
Client typeClientsAssets
Pooled investment vehicles100%100%
Client breakdown and activity details
Pooled investment vehicles
Clients
3
Regulatory AUM
$155M
AUM share
100.0%
Avg. per client
$51.7M

Total

Clients
3
Regulatory AUM
$155M
AUM share
100%
Avg. per client
$51.7M
Clients outside the U.S.
0%
Clients advised without assets under management last fiscal year
0
Private funds advised
3

Fees and minimums

Diversified Partners is paid through other compensation; its fees and minimums are set out in its brochures on the SEC website.

Ownership and people

Thomas Jenkins Parker owns 75% or more of Diversified Partners. The leadership team of Diversified Partners includes President Thomas Jenkins Parker and Chief Compliance Officer Heather Hale. It has 3 employees.

Leadership

  • Thomas Jenkins Parker
    President, Shareholder
  • Heather Hale
    Chief Compliance Officer/ Secretary/ Treasurer
  • Daniel Parker
    Investment Officer

Staff

  • 3 employees
  • 3 in advisory functions
  • 3 state-registered reps
  • 3 broker-dealer reps
  • 3 insurance agents
Who owns the firm
Diversified Partners Inc· the adviser
  • Thomas Jenkins Parker

    Control person · since May 1993

    Owns 75% or more of Diversified Partners Inc

Growth and acquisitions

Diversified Partners’ regulatory assets grew from $140M (April 2021) to $155M (March 2026); clients were 3 in both filings and employees fell from 4 to 3.

By annual filing
Measure
Figures from each annual filing
Diversified Partners figures from each annual Form ADV filing
FiledRegulatory AUMClientsEmployeesOffices
March 2026$155M331
June 2025$150M331
March 2024$132M341
March 2023$119M341
July 2022$160M341
April 2021$140M341

Offices and registration details

Besides its headquarters, Diversified Partners has 0 offices, with 1 listed address in Tennessee.

Listed office addresses in Tennessee
Brentwood

Tennessee · 1 listed address

  • 5110 Maryland Way, Suite 300, BrentwoodHQ

Contact and registration details

Legal name
Diversified Partners Inc
Headquarters
5110 Maryland Way, Suite 300, Brentwood, TN 37027
Website
Not reported
SEC file
801-57543
Structure
Tennessee corporation
Fiscal year end
December

Custodians

Diversified Partners has custody of $155M in client assets for 3 clients.

Common questions

How many clients does Diversified Partners have?

Diversified Partners has 3 clients and manages $155 million for them, as of March 2026. They include 3 pooled investment vehicles.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026

What services does Diversified Partners offer?

Diversified Partners provides selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Diversified Partners have?

Diversified Partners has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Diversified Partners?

Diversified Partners’ direct owner is Thomas Jenkins Parker (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026

How does Diversified Partners get paid?

Diversified Partners is paid through other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

How do I contact Diversified Partners?

Diversified Partners’ main office is at 5110 Maryland Way, Suite 300, Brentwood, TN 37027. Its phone number is 615-371-0001.

Source: Form ADV Part 1A, Item 1.F, filed 30 March 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 30 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 109570.
  3. SEC registered adviser data, annual Form ADV amendments filed 21 April 2021 to 30 March 2026. Items 1.F and 5.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

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