CRD: 107788
Diamant Asset Management, Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- PioneerBridge foundation
- Established Date
- 01-23-1987
- Office Locations
- 1
Office Locations
About Diamant Asset Management, Inc.
Diamant Asset Management is a Connecticut-based RIA providing conservative, fiduciary portfolio management for high-net-worth individuals and families. The team builds diversified, tailored strategies, monitors performance, and keeps clients educated with ongoing insights and open communication. Founded as a second-generation firm (origins in the 1950s; RIA formed 1986), clients work directly with their portfolio manager.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
HERBERT ARTHUR DIAMANT
Chief Compliance Officer, President
- CRD
- #603117
- Ownership
- 75% or more
Lisette Diamant
Advisor, Chief Compliance Officer, President, Vice President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Sheila Morgan
Portfolio Manager
- CRD
- #6415177
JEFFREY LEE SPEIGHT JR
--
- CRD
- #2772688
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $211,530,484 | $3,585,262 |
| Non-Discretionary | $0 | -- |
| Total | $211,530,484 | $3,585,262 |
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Separately Managed Accounts
Total SMA Asset: $211,530,484
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $703,680,525 | 13.2% |
| Cash | $559,745,872 | 10.5% |
| Municipal Bonds | $1,172,800,876 | 22.0% |
| Corporate - Investment Grade | $1,306,073,702 | 24.5% |
| Corporate - Non-Investment Grade | $1,050,189,875 | 19.7% |
| U.S. Government/Agency | $538,422,221 | 10.1% |
| Total | $5,330,913,071 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR ZENITH SIGNAL | FOUNDATION PRIME | 94LLMOKG9 | JTXK | 12.20% | $116,444,731 |
| SUMMIT ATLAS | CREST PATHWAY | DMPE715IM | FUX | 0.79% | $118,292,801 |
| PIONEER FOCUS CATALYST | PRIME PRIME | HLZ1S0XSL | FMG | 12.26% | $27,344,531 |
| GLACIER UNISON VERTEX | UNISON WAVE | HG23JCXYI | DON | 5.38% | $25,685,227 |
| RIDGE OPTIMA RADIAL | RADIAL FOUNDATION | 5AXT0C0SS | FKCYL | 6.60% | $40,275,105 |
| VECTOR MOMENTUM | ZENITH OAK | QXXCO66AS | HDBR | 10.66% | $63,727,129 |
| MATRIX DELTA NORTH | BEACON BEACON | KCZ2G9ZPV | CHLQD | 9.60% | $37,929,224 |
| OPTIMA LEGACY CATALYST | PEAK RADIAL | N7BVDXOV4 | PLBV | 6.47% | $40,203,935 |