$19.5M Total AUM
$19.5M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
42 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-27-1984
- Office Locations
- 1
Office Locations
-- Miami Beach FL
About Diversified Capital Corporation
Diversified Capital is a Lakewood, NJ-based commercial real estate investment and management firm (founded 1999) that acquires and turns around troubled properties, then repositions them into stabilized, income-producing assets held long term. It owns and operates properties across NJ, CT, PA, VA and TX, with a hands-on, tenant-oriented management approach and a focus on moving quickly on value-add opportunities.
Team overview
-- AVG AGE
$19.5M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
0.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
42yrs Firm Age
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Asset Classes
Optima Focus Harbor timber
Investment Themes
Ridge Horizon ridge
Investment Vehicles
Summit signal
Services
Radial radial Harbor Crest Zenith Vital frontier Signal matrix
Owner & Executives
G
GARY JAY YARUS
Chief Compliance Officer, President
- CRD
- #723596
- Ownership
- 75% or more
(661) 973-7633
value.eagle@alphacapital.com
in linkedin.com/in/oak-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,460,064 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,460,064 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,460,064
Public Funds:
22.1% Cash:
4.5% Equity - OTC:
14.9% Equity - Exchange:
19.0% Municipal Bonds:
15.7% Corporate - Investment Grade:
11.7% U.S. Government/Agency:
12.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $255,234,008 | 22.1% |
| Cash | $51,970,726 | 4.5% |
| Equity - OTC | $172,080,847 | 14.9% |
| Equity - Exchange | $219,431,953 | 19.0% |
| Municipal Bonds | $181,320,087 | 15.7% |
| Corporate - Investment Grade | $135,123,887 | 11.7% |
| U.S. Government/Agency | $139,743,507 | 12.1% |
| Total | $1,154,905,015 | 100.0% |