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Paul Diamond

GREENLAKE INVESTMENT MANAGEMENT LLC·SOUTH PASADENA, California
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1416 EL CENTRO ST #200, SOUTH PASADENA, CA 91030CRD# 6889142Firm CRD# 221528
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About

Paul Diamond is a registered financial advisor based in SOUTH PASADENA, California, affiliated with GREENLAKE INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
GREENLAKE ASSET MANAGEMENT LLC
GREENLAKE ASSET MANAGEMENT LLC
AUM
$843M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at GREENLAKE ASSET MANAGEMENT LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6889142
Firm CRD# 221528
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Diamond offer?
Paul Diamond specializes in Retirement Planning. Contact their office in SOUTH PASADENA, California for a consultation.
What are Paul Diamond's credentials?
Paul Diamond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Diamond located?
Paul Diamond is based in SOUTH PASADENA, California, working with GREENLAKE INVESTMENT MANAGEMENT LLC. Their office serves clients in the SOUTH PASADENA metropolitan area and surrounding communities.
How does Paul Diamond charge for services?
Paul Diamond's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREENLAKE INVESTMENT MANAGEMENT LLC?
GREENLAKE INVESTMENT MANAGEMENT LLC has approximately 18 employees and manages $843M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Peter T Chang — GREENLAKE INVESTMENT MANAGEMENT LLCJon Christopher Lam — NEWBURY CAPITAL MANAGEMENT, LLCStuart Michael Sneddon — NEWBURY CAPITAL MANAGEMENT, LLCAnton Pereiaslavtsev — NEWBURY CAPITAL MANAGEMENT, LLCEdward Barnett — NEWBURY CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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