BLACK DIAMOND FINANCIAL, LLC

HTTPS://WWW.LINKEDIN.COM/COMPANY/BLACK-DIAMOND-FINANCIAL-LLC/ TOWSON, MD Investment Advisor How do I update this listing?

Black Diamond Financial is based out of Towson. Black Diamond Financial is a large advisory firm with 102 clients and discretionary assets under management (AUM) of $244,002,947 (Form ADV from 2018-09-26). Their last reported 13F filing for Q4 2018 included $126,576,000 in managed 13F securities and a top 10 holdings concentration of 51.43%. Black Diamond Financial's largest holding is Lindblad Expeditions Holdings Inc with shares held of 1,033,571. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.8%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BLACK DIAMOND FINANCIAL, LLC
305 WEST PENNSYLVANIA AVENUE
TOWSON MD    21204
Country: United States

Business Phone: 443-841-7772
Fax: 757-216-0120
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 102
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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