Investment adviser · CRD 142202

ADVISOR.INVESTMENTS

Investment adviser filing (IA)

DIVERSIFIED INVESTMENT STRATEGIES, LLC

BATON ROUGE, LA, United States · Form ADV filed Feb 20, 2026

Regulatory AUM
$199M
Form ADV · Item 5.F
Client accounts
316
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals79$156,775,79278.6%
Individuals89$42,625,75421.4%
Filing source

Form ADV 2042422 · Feb 20, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ALDABRA CAPITAL PARTNERS, LPHedge Fund · Last reported Feb 20, 2026$10.1MGross asset value
Fund administrator YULISH & ASSOCIATES OXNARD, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CHERRY BEKAERT DENVER, Colorado, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CHERRY BEKAERT
PCAOB 349

INTERACTIVE BROKERS LLC
SEC 8-47257

Fund details & source
Fund ID
805-6447437332
Reported beneficial owners
28
Minimum commitment
$250K

Form ADV 2042422 · Feb 20, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Feb 20, 2026. View historical filings

Reported services

Individual portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Commissions · Performance-based

Principal office

4870 BLUEBONNET BLVD., SUITE B
BATON ROUGE, LA, 70809, United States

CRD 142202

Filing source

Form ADV 2042422 · Feb 20, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.