Investment adviser · CRD 111604

DIASTOLE WEALTH MANAGEMENT

Investment adviser filing (IA)

DIASTOLE WEALTH MANAGEMENT, INC.

GUILFORD, CT, United States · Form ADV filed May 5, 2026

Regulatory AUM
$396M
Form ADV · Item 5.F
Client accounts
1,434
Accounts, not individual clients
Employees
13
Reported in this filing
Advisory professionals
9
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 individuals86$313,588,63479.2%
Individuals187$56,303,23814.2%
Pooled investment vehicles1$25,000,0006.3%
Charities1$1,127,2250.3%
Filing source

Form ADV 2103293 · May 5, 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

2 Private funds

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

EDEN PARTNERS ABSOLUTE GROWTH FUND, LPHedge Fund · Last reported May 5, 2026$25MGross asset value

Form D fundraising filings

Eden Partners Absolute Growth Fund LP

Fund administrator NAV CONSULTING, INC. DBA NAV FUND ADMINISTRATION GROUP OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FIONDELLA MILONE + LASARACINA LLP GLASTONBURY, Connecticut, United States
Custodian UBS FINANCIAL SERVICES INC. WEEHAWKEN, New Jersey, 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

FIONDELLA MILONE + LASARACINA LLP
PCAOB 2230

UBS FINANCIAL SERVICES INC.
SEC 8-16267

Fund details & source
Fund ID
805-7253592349
Reported beneficial owners
35
Minimum commitment
$250K
Form D file number
021-83098

Form ADV 2103293 · May 5, 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.

STEAMBOAT FUND, LPHedge Fund · Last reported Jan 20, 2026$5.5MGross asset value

Form D fundraising filings

Steamboat Fund LP

Fund administrator NAV CONSULTING, INC. DBA FUND ADMINISTRATION GROUP OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BERKOWER LLC ISELIN, New Jersey, United States
Custodian UBS FINANCIAL SERVICES INC. WEEHAWKEN, New Jersey, 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

BERKOWER LLC
PCAOB 217

UBS FINANCIAL SERVICES INC.
SEC 8-16267

Fund details & source
Fund ID
805-5991011078
Reported beneficial owners
8
Minimum commitment
$200K
Form D file number
021-135853

Form ADV 2041482 · Jan 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: May 5, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets

Principal office

58 BOSTON STREET
GUILFORD, CT, 06437, United States

CRD 111604

Filing source

Form ADV 2103293 · May 5, 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.