DIAMANT ASSET MANAGEMENT, INC.
Adviser information for DIAMANT ASSET MANAGEMENT, INC. last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Connecticut, United States |
Employees
Total Number of Employees | 3 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 62 | $210.7M |
Non-Discretionary | 0 | $0 |
Total | 62 | $210.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | <5 | $165,540 |
HNW Individuals | 59 | $197.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $10.3M |
Charitable organizations | <5 | $3.4M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUM |
Principal Office
440 MAIN STREETRIDGEFIELD
CT
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 203-661-6410, Fax: None
Websites
Chief Compliance Officer
HERBERT DIAMANT
PRESIDENT
C/O DIAMANT ASSET MANAGEMENT INC.
440 MAIN STREET
RIDGEFIELD
CT
United States
Tel:
203-661-6410
H***@*******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
DIAMANT, HERBERT, ARTHUR | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 10/1986 | > 75% |
Diamant, Lisette | Individual | – | VICE-PRESIDENT | 06/2020 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ULTA BEAUTY INC COM | Com | 1M | 3K | – |
JOHNSON & JOHNSON COM | Com | 3M | 22K | – |
WASTE MGMT INC DEL COM | Com | 299K | 1K | – |
COSTCO WHSL CORP NEW COM | Com | 7M | 8K | – |
GOLDMAN SACHS GROUP INC COM | Com | 226K | 500 | – |
PROCTER AND GAMBLE CO COM | Com | 2M | 11K | – |
ENTERPRISE PRODS PARTNERS L P COM | Com | 414K | 14K | – |
TRUIST FINL CORP COM | Com | 1M | 37K | – |
UNITED PARCEL SERVICE INC CL B | Com | 541K | 4K | – |
CLOROX CO DEL COM | Com | 273K | 2K | – |
MERCK & CO INC COM | Com | 3M | 22K | – |
VERIZON COMMUNICATIONS INC COM | Com | 1M | 29K | – |
FEDEX CORP COM | Com | 582K | 2K | – |
PEPSICO INC COM | Com | 4M | 26K | – |
HOME DEPOT INC COM | Com | 3M | 10K | – |
SPDR GOLD SHARES | ETF | 392K | 2K | – |
CENCORA INC COM | Com | 210K | 930 | – |
LINCOLN ELEC HLDGS INC COM | Com | 4M | 23K | – |
BERKSHIRE HATHAWAY INC DEL CL B NEW | Com | 749K | 2K | – |
ALPHABET INC CAP STK CL A | Com | 7M | 41K | – |
PROGRESSIVE CORP COM | Com | 6M | 27K | – |
CONSTELLATION BRANDS INC CL A | Com | 951K | 4K | – |
GENERAC HLDGS INC COM | Com | 451K | 3K | – |
MICROSOFT CORP COM | Com | 13M | 28K | – |
HEALTHPEAK PROPERTIES INC COM | REIT | 483K | 25K | – |
MICROBOT MED INC COM NEW | Com | 10K | 10K | – |
BOEING CO COM | Com | 742K | 4K | – |
NIKE INC CL B | Com | 550K | 7K | – |
DOW INC COM | Com | 520K | 10K | – |
ARCH CAP GROUP LTD ORD | Com | 371K | 4K | – |
CONSOLIDATED EDISON INC COM | Com | 530K | 6K | – |
CHEWY INC CL A | Com | 357K | 13K | – |
ELI LILLY & CO COM | Com | 724K | 800 | – |
LEIDOS HOLDINGS INC COM | Com | 4M | 31K | – |
REYNOLDS CONSUMER PRODS INC COM | Com | 954K | 34K | – |
VISA INC COM CL A | Com | 8M | 32K | – |
BCE INC COM NEW | Com | 1M | 38K | – |
PACKAGING CORP AMER COM | Com | 839K | 5K | – |
MONDELEZ INTL INC CL A | Com | 204K | 3K | – |
JOHNSON CTLS INTL PLC SHS | Com | 332K | 5K | – |
GE HEALTHCARE TECHNOLOGIES INC COMMON Com | Com | 767K | 10K | – |
ABBVIE INC COM | Com | 3M | 19K | – |
ZOETIS INC CL A | Com | 756K | 4K | – |
HEICO CORP NEW COM | Com | 717K | 3K | – |
CHURCH & DWIGHT CO INC COM | Com | 461K | 4K | – |
QUALCOMM INC COM | Com | 1M | 5K | – |
RESMED INC COM | Com | 364K | 2K | – |
MCDONALDS CORP COM | Com | 2M | 9K | – |
GE AEROSPACE COM NEW | Com | 944K | 6K | – |
PENSKE AUTOMOTIVE GRP INC COM | Com | 881K | 6K | – |
UNION PAC CORP COM | Com | 740K | 3K | – |
MCCORMICK & CO INC COM NON VTG | Com | 2M | 24K | – |
THERMO FISHER SCIENTIFIC INC COM | Com | 332K | 600 | – |
LOCKHEED MARTIN CORP COM | Com | 841K | 2K | – |
JPMORGAN CHASE & CO. COM | Com | 983K | 5K | – |
CHEVRON CORP NEW COM | Com | 812K | 5K | – |
CONOCOPHILLIPS COM | Com | 238K | 2K | – |
DANAHER CORPORATION COM | Com | 689K | 3K | – |
TJX COS INC NEW COM | Com | 3M | 26K | – |
WALMART INC COM | Com | 2M | 27K | – |
INTERNATIONAL BUSINESS MACHS COM | Com | 251K | 1K | – |
PFIZER INC COM | Com | 220K | 8K | – |
CATERPILLAR INC COM | Com | 2M | 5K | – |
PHILIP MORRIS INTL INC COM | Com | 461K | 5K | – |
EXXON MOBIL CORP COM | Com | 1M | 13K | – |
UNITEDHEALTH GROUP INC COM | Com | 963K | 2K | – |
LOWES COS INC COM | Com | 322K | 1K | – |
DEERE & CO COM | Com | 581K | 2K | – |
COLGATE PALMOLIVE CO COM | Com | 4M | 36K | – |
NOVO-NORDISK A S ADR | ADR | 2M | 16K | – |
APPLE INC COM | Com | 31M | 149K | – |
DISNEY WALT CO COM | Com | 2M | 16K | – |