Diversified Partners, Inc.

Diversified Partners, Inc. is a registered investment advisor established in 1993, owned by Thomas J. Parker, offering advisory services to three private investment limited partnerships with assets totaling $150,460,402 managed on a discretionary basis as of December 31, 2024. The firm does not receive compensation for investment advice but receives a flat fee of $20,000 per partnership per annum as the general partner. DPI's investment strategy focuses on diversification within the equity asset class, employing different equity management styles and sizes of companies to potentially increase returns and reduce volatility. The firm selects investment managers based on distinct methodologies, disciplined application, above-average long-term returns, and administrative capacity. DPI has a history of disciplinary action related to fiduciary breaches and inadequate disclosures. Thomas J. Parker, the president of DPI, is also involved in other financial industry activities. The firm has exclusive authority to reallocate partnership funds among various investment managers and has discretion over selecting the broker-dealer used by partnership money managers. DPI accepts limited discretionary authority, recommends tax-loss harvesting strategies, and does not vote clients' securities. Clients receive quarterly reports and annual audited financial statements. Additional information is available on the SEC's website.