What does advisor.investments invest in?
advisor.investments says it invests in Advice, Impact Investing and Professional Services.
What they do
- Type
- Investment firm (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- AdviceImpact InvestingProfessional Services
- Cold pitches
- Not stated
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration2 named
JLJames Lee PopeMemberiForm ADV
SJShane Joseph HaagMember/Chief Compliance OfficeriForm ADV
We also hold 2 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$199Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Diversified Investment Strategies, LLC
- SEC number
- CRD 142202
Funds on its Form ADV
1 private fund, $7.0M in gross assets · filed Feb 2024
- Aldabra Capital Partners, L.P.Hedge14 investors$7.0M
What they claim to have backed
From their own portfolio page (on their website)
1 of 2 we have independently watched raise
SnappykrakenBrokercheck
Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.