DIAMANT ASSET MANAGEMENT, INC.

HTTP://WWW.PORTFOLIOADVISOR.COM GREENWICH, CT Investment Advisor How do I update this listing?

Diamant Asset Management is based out of Greenwich. Diamant Asset Management is a large advisory firm with 55 clients and discretionary assets under management (AUM) of $149,770,362 (Form ADV from 2018-09-01). Their last reported 13F filing for Q2 2020 included $94,973,000 in managed 13F securities and a top 10 holdings concentration of 54.43%. Diamant Asset Management's largest holding is Apple Inc with shares held of 46,060. Whalewisdom has at least 11 13F filings

Download 13F Summary to Excel Create Email Alert

06/30/2020

13F Activity

  • Market Value $94.973 Million
  • Prior Market Value $77.493 Million
  • New Purchases2 stocks
  • Additional Purchases12 stocks
  • Sold out of1 stock
  • Reduced holdings in8 stocks
  • Top 10 Holdings % 54.43 %
  • Turnover % [1]:4.76%
  • Turnover Alt % [2]: 4.05 %
  • Time Held Top20:8.05 quarters
  • Time Held Top10:6.00 quarters
  • Time Held All:9.17 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 20.54%
Performance Last 4 Quarters: 4.37%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

DIAMANT ASSET MANAGEMENT, INC.
170 MASON STREET
GREENWICH CT    06830
Country: United States

Business Phone: 203-661-6410
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CT
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 0
Total Number of Clients: 55
Amount of client funds and securities by related persons: 2,973,900
Total Number of clients from related persons: 3
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

DIAMANT ASSET MANAGEMENT, INC.

ownership team - last updated 2020-06-29
Name Title Start Date Direct/Indirect % Ownership
DIAMANT, HERBERT, ARTHUR PRESIDENT, CHIEF COMPLIANCE OFFICER 10/01/1986 Direct 75% or more
Fund Name Position direct/indirect start date end date
DIAMANT ASSET MANAGEMENT, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1986-10-01
DIAMANT ASSET MANAGEMENT, INC. PRESIDENT direct 1986-10-01 2005-02-16
DIAMANT, MARTHA, MARIE VICE-PRESIDENT 12/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIAMANT ASSET MANAGEMENT, INC. VICE-PRESIDENT direct 1998-12-01

DIAMANT ASSET MANAGEMENT, INC.

ownership team - last updated 2020-03-05
Name Title Start Date Direct/Indirect % Ownership

DIAMANT ASSET MANAGEMENT, INC.

ownership team - last updated 2019-03-21
Name Title Start Date Direct/Indirect % Ownership
DIAMANT, HERBERT, ARTHUR PRESIDENT, CHIEF COMPLIANCE OFFICER 10/01/1986 Direct 75% or more
Fund Name Position direct/indirect start date end date
DIAMANT ASSET MANAGEMENT, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1986-10-01
DIAMANT ASSET MANAGEMENT, INC. PRESIDENT direct 1986-10-01 2005-02-16
DIAMANT, MARTHA, MARIE VICE-PRESIDENT 12/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIAMANT ASSET MANAGEMENT, INC. VICE-PRESIDENT direct 1998-12-01

DIAMANT ASSET MANAGEMENT, INC.

ownership team - last updated 2018-12-12
Name Title Start Date Direct/Indirect % Ownership
DIAMANT, HERBERT, ARTHUR PRESIDENT, CHIEF COMPLIANCE OFFICER 10/01/1986 Direct 75% or more
Fund Name Position direct/indirect start date end date
DIAMANT ASSET MANAGEMENT, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1986-10-01
DIAMANT ASSET MANAGEMENT, INC. PRESIDENT direct 1986-10-01 2005-02-16
DIAMANT, MARTHA, MARIE VICE-PRESIDENT 12/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIAMANT ASSET MANAGEMENT, INC. VICE-PRESIDENT direct 1998-12-01

DIAMANT ASSET MANAGEMENT, INC.

ownership team - last updated 2018-05-02
Name Title Start Date Direct/Indirect % Ownership
DIAMANT, HERBERT, ARTHUR PRESIDENT, CHIEF COMPLIANCE OFFICER 10/01/1986 Direct 75% or more
Fund Name Position direct/indirect start date end date
DIAMANT ASSET MANAGEMENT, INC. PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1986-10-01
DIAMANT ASSET MANAGEMENT, INC. PRESIDENT direct 1986-10-01 2005-02-16
DIAMANT, MARTHA, MARIE VICE-PRESIDENT 12/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
DIAMANT ASSET MANAGEMENT, INC. VICE-PRESIDENT direct 1998-12-01

Elevate your investments