Diversified Partners Inc
- Regulatory AUM
- $155M
- Discretionary
- $155M
- Clients
- 3
- Avg AUM / client
- $51.7M
- Accounts
- 3
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $155M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $132M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Afpc Diversified Partners, L.P. | Private Equity Fund | Tennessee | $58.0M | 62 |
| Afpc Diversified Partners Ii, L.P. | Private Equity Fund | Tennessee | $41.3M | 62 |
| Afpc Diversified Partners Iii, L.P. | Private Equity Fund | Tennessee | $32.5M | 60 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Orthosouth 401(k) Profit Sharing Plan Msk Group, Pc Dba Orthosouth | 2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Jenkins Parker | President, Shareholder | Chartered Financial Consultant | May 1993 (33y) | 75% or more |
| Daniel Jason Parker | Investment Officer | Apr 2021 (5y) | Less than 5% | |
| Heather Ogren Hale | Chief Compliance Officer/ Secretary/ Treasurer | CFP | Jul 2022 (4y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $132M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Afpc Diversified Partners, L.P. | Private Equity Fund | $58.0M | $100K | 62 |
| Afpc Diversified Partners Ii, L.P. | Private Equity Fund | $41.3M | $100K | 62 |
| Afpc Diversified Partners Iii, L.P. | Private Equity Fund | $32.5M | $100K | 60 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Orthosouth 401(k) Profit Sharing Plan | Msk Group, Pc Dba Orthosouth | 526 | $92.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.69 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: THE ADVISORY AFFILIATE IS A POOLED INVESTMENT LIMITED PARTNERSHIP FOR WHICH THE ADVISOR SERVES AS GENERAL PARTNER. ONE OF THE OUTSIDE MONEY MANAGERS HIRED BY THE AFFILIATE PURCHASED TRIBUNE COMPANY STOCK AS AN INVESTMENT FOR THE PARTNERSHIP. THE STOCK WAS LATER REDEEMED BY THE TRIBUNE COMPANY IN A PUBLIC TENDER OFFER. SUBSEQUENTLY, CREDITORS OF THE TRIBUNE COMPANY SUED FOR RECOVERY OF THE PUBLIC TENDER OFFER PROCEEDS BASED UPON ALLEGATIONS THAT THE PAYMENTS WERE A FRAUDULENT TRANSFER BY THE TRIBUNE COMPANY. Status: Final Summary: THE AFFILIATE OWNED A POSITION IN THE TRIBUNE COMPANY (AS DESCRIBED ABOVE) THAT WAS REDEEMED IN THE PUBLIC TENDER OFFER FOR SLIGHTLY MORE THAN $50,000. FOR TRANSACTIONS WITH A VALUE BETWEEN $50,000 AND $100,000, THE PLAINTIFF HAS OFFERED A FORMULA SETTLEMENT THAT REQUESTS THE RETURN OF A PORTION OF THE REDEMPTION PROCEEDS. THE AFFILIATE TOOK ADVANTAGE OF THAT OFFER AND NEGOTIATED A SETTLEMENT OF THE MATTER WITH THE PLAINTIFF.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Other fees
- • NO COMPENSATION FOR IA SERVICES, GP PAID FOR ADMIN SERVICES
Services
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗