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Global Diversified Investments

Global Diversified Investments. CRD 157326

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CRD: 157326

Global Diversified Investments

Newport Beach, CA, 92660
9092005681
www.globaldiversifiedinvestments.com
$9.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail and Institutional
Platforms
--
Established Date
08-13-2012
Office Locations
1

Office Locations

120 Newport Center Dr. 7034 Newport Beach CA

About Global Diversified Investments

Global Diversified Investments (GDI) builds risk-managed, liquid portfolios using a correlation-based asset allocation framework and active fixed income management across shifting rate and credit cycles. The firm targets diversified exposures to U.S. and global equities, emerging markets, and select securities, and also provides global risk management, treasury/FX services, and consulting for entrepreneurs. Led by Founder/CIO Dr. Dean E. Parsons (DBA), whose fixed-income research informs positioning.

Team overview

44 AVG AGE
$9.4M AVG AUM / ADVISOR
$551.7K AVG AUM / CLIENT
13.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Signal Momentum Optima

Client Personas

Insight

Custodian

Ridge north

Investment Themes

Signal Oak signal Atlas capital North

Investment Vehicles

Radial Vector vector

Services

Frontier Foundation matrix Capital Alpha atlas Signal element

Owner & Executives

DEAN EDWARD PARSONS

DEAN EDWARD PARSONS

Chief Investment Officer, FOUNDER

CRD
#4040551
Ownership
75% or more
(663) 692-2399
optima.legacy@vectorcapital.com
in linkedin.com/in/frontier-north

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-05-2012
Category Assets AVG. Account size
Discretionary $0 $35,500
Non-Discretionary $9,378,437 --
Total $9,378,437 $35,500

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Separately Managed Accounts

Total SMA Asset: $9,378,437

$9.4M Total SMA
Cash:
28.6%
Equity - Exchange:
44.9%
U.S. Government/Agency:
26.5%
Asset class Assets Assets %
Cash $1,816,438,376 28.6%
Equity - Exchange $2,851,681,226 44.9%
U.S. Government/Agency $1,683,063,530 26.5%
Total $6,351,183,132 100.0%

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