LP Profile

DiversiFi Capital

Also known as diversifi

Wealth ManagerLos Altos, United StatesFounded 2015
Los Altos
Headquarters
Investment Focus

About DiversiFi Capital

We’re a virtual-based Financial Planning & Wealth Management group that’s reimagining financial advice by putting education first. Our “education-based approach to financial planning is driven by a passion to improve the well-being of those around us.

Preferred Sectors & Themes

EducationFinancial ServicesMedia and Entertainment
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to DiversiFi Capital from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$671.4M
Total Clients
966
Filing Date
May 21, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to DiversiFi Capital across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is DiversiFi Capital?

DiversiFi Capital is a wealth manager based in Los Altos, United States.

Where is DiversiFi Capital headquartered?

DiversiFi Capital is headquartered in Los Altos, United States.

When was DiversiFi Capital founded?

DiversiFi Capital was founded in 2015.

What does DiversiFi Capital invest in?

DiversiFi Capital focuses on Education, Financial Services, Media and Entertainment.

How can I contact DiversiFi Capital?

Verified contact details, key decision-makers, and investment preferences for DiversiFi Capital are available on LPbacked. Create a free account to access them.