$440.6M Total AUM
$369.2M Disc. AUM
-- 3Y CAGR
2 Employees
92 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-25-2021
- Office Locations
- 1
Office Locations
-- Nutley NJ
About Black Diamond Financial, LLC
Black Diamond Financial, LLC is a Nutley-based RIA. The firm has been operating for 4 years. Managing $440.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
52 AVG AGE
$220.3M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
3.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Unison Ember catalyst
Client Personas
Pioneer
Investment Themes
Atlas meridian
Investment Vehicles
Beacon fusion Prime signal
Platform
Harbor Oak signal
Services
Summit alpha Vector Horizon meridian Peak pioneer Unison oak
Owner & Executives
PHILIP SALVATORE BLANCATO
Advisor, Chief Executive Officer, DIRECTOR, President
- CRD
- #2122221
- Ownership
- Less than 5%
(637) 406-4101
focus.radial@zenithcapital.com
in linkedin.com/in/matrix-vertex
JAIME LYNN DESMOND
Chief Compliance Officer, Chief Operations Officer, President
- CRD
- #3174096
- Ownership
- Less than 5%
(683) 587-8332
pathway.zenith@vectorcapital.com
in linkedin.com/in/matrix-oak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $369,236,885 | $1,544,924 |
| Non-Discretionary | $71,326,374 | $8,915,797 |
| Total | $440,563,259 | $1,783,657 |
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Separately Managed Accounts
Total SMA Asset: $440,563,259
Equity - Exchange:
14.2% Public Funds:
23.9% Municipal Bonds:
17.1% Corporate - Investment Grade:
12.8% Cash:
14.6% Sovereign Bonds:
17.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,004,415,605 | 14.2% |
| Public Funds | $1,690,530,490 | 23.9% |
| Municipal Bonds | $1,209,542,736 | 17.1% |
| Corporate - Investment Grade | $905,388,714 | 12.8% |
| Cash | $1,032,709,002 | 14.6% |
| Sovereign Bonds | $1,230,762,785 | 17.4% |
| Total | $7,073,349,332 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER ZENITH | SUMMIT SIGNAL | J6T6AJZA2 | YFZ | 8.11% | $116,482,630 |
| RIDGE ATLAS PATHWAY | CATALYST EAGLE | B1XYU13YT | OLZN | 5.66% | $117,361,110 |
| EMBER HORIZON OPTIMA | CATALYST MATRIX | OJD9S18RJ | BGPDU | 8.47% | $43,155,507 |
| INSIGHT GLACIER FOUNDATION | VECTOR CAPITAL | 4YGQ97YJ0 | JTRPC | 6.29% | $53,320,587 |
| MERIDIAN HORIZON CATALYST | EMBER FUSION | 0JX410AIU | ILUW | 6.39% | $40,627,318 |
| ELEMENT FUSION FOCUS | PRIME UNISON | JDTW2NW67 | OWLPR | 2.08% | $94,969,084 |
| MERIDIAN MATRIX | MOMENTUM EAGLE | 72QL50EX4 | ZPCGU | 9.68% | $98,517,585 |
| FUSION LEGACY | BRIDGE CREST | MZGBKPZOS | WXL | 11.07% | $4,866,418 |