Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Diameter Principal Finance LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
DIAMETER PRINCIPAL FINANCE PARTNERSHIP LPDirect owner · Schedule AInterest in DIAMETER PRINCIPAL FINANCE LLC
75%+
BENJAMIN DAVID PASTERNACKDirect owner · Schedule AInterest in DIAMETER PRINCIPAL FINANCE LLC
< 5%
JOSEPH ALEXANDER CARVALHODirect owner · Schedule AInterest in DIAMETER PRINCIPAL FINANCE LLC
< 5%
DIAMETER PRINCIPAL FINANCE FEEDER LPIndirect owner · Schedule BInterest in DIAMETER PRINCIPAL FINANCE PARTNERSHIP LP
75%+
JONATHAN NMN LEWINSOHNIndirect owner · Schedule BInterest in DIAMETER MANAGEMENT INTERMEDIATE LP
75%+
SCOTT KREITLER GOODWINIndirect owner · Schedule BInterest in SG DIAMETER LLC
75%+
DIAMETER CAPITAL PARTNERS LPIndirect owner · Schedule BInterest in DIAMETER PRINCIPAL FINANCE HOLDINGS LLC
75%+
DIAMETER CAPITAL PARTNERS LPIndirect owner · Schedule BInterest in DIAMETER PRINCIPAL FINANCE FEEDER LP
50% to < 75%
JONATHAN NMN LEWINSOHNIndirect owner · Schedule BInterest in DIAMETER CAPITAL PARTNERS GP LLC
50% to < 75%
SCOTT KREITLER GOODWINIndirect owner · Schedule BInterest in DIAMETER CAPITAL PARTNERS GP LLC
50% to < 75%
DIAMETER MANAGEMENT INTERMEDIATE LPIndirect owner · Schedule BInterest in DIAMETER CAPITAL PARTNERS LP
25% to < 50%
SG DIAMETER LLCIndirect owner · Schedule BInterest in DIAMETER CAPITAL PARTNERS LP
25% to < 50%
JOSEPH ALEXANDER CARVALHOIndirect owner · Schedule BInterest in DIAMETER PRINCIPAL FINANCE FEEDER LP
25% to < 50%
BENJAMIN DAVID PASTERNACKIndirect owner · Schedule BInterest in DIAMETER PRINCIPAL FINANCE FEEDER LP
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Diameter Principal Finance LLC.
Reported ownership and control details
Form ADV · Filing date 2026-04-29 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | SCOTT KREITLER GOODWINCO-CHIEF EXECUTIVE OFFICER & CO-PRESIDENTIndividual | DIAMETER PRINCIPAL FINANCE LLC | Less than 5%Code NA | Yes | CO-CHIEF EXECUTIVE OFFICER & CO-PRESIDENT02/2022 | Schedule APDF page 24 |
| 2 | JONATHAN NMN LEWINSOHNCO-CHIEF EXECUTIVE OFFICER & CO-PRESIDENTIndividual | DIAMETER PRINCIPAL FINANCE LLC | Less than 5%Code NA | Yes | CO-CHIEF EXECUTIVE OFFICER & CO-PRESIDENT02/2022 | Schedule APDF page 24 |
| 3 | DIAMETER PRINCIPAL FINANCE PARTNERSHIP LPSOLE MEMBERDomestic entity | DIAMETER PRINCIPAL FINANCE LLC | 75% or moreCode E | Yes | SOLE MEMBER06/2022 | Schedule APDF page 24 |
| 4 | BENJAMIN DAVID PASTERNACKCO-HEAD & PARTNERIndividual | DIAMETER PRINCIPAL FINANCE LLC | Less than 5%Code NA | Yes | CO-HEAD & PARTNER06/2023 | Schedule APDF page 24 |
| 5 | JOSEPH ALEXANDER CARVALHOCO-HEAD & PARTNERIndividual | DIAMETER PRINCIPAL FINANCE LLC | Less than 5%Code NA | Yes | CO-HEAD & PARTNER06/2023 | Schedule APDF page 24 |
| 6 | MICHAEL JOSHUA COHNGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICERIndividual | DIAMETER PRINCIPAL FINANCE LLC | Less than 5%Code NA | Yes | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER08/2024 | Schedule APDF page 24 |
| 7 | MATTHEW GERARD GILMARTINCHIEF FINANCIAL OFFICERIndividual | DIAMETER PRINCIPAL FINANCE LLC | Less than 5%Code NA | Yes | CHIEF FINANCIAL OFFICER03/2026 | Schedule APDF page 24 |
| 8 | DIAMETER PRINCIPAL FINANCE FEEDER LPLIMITED PARTNERDomestic entity | DIAMETER PRINCIPAL FINANCE PARTNERSHIP LP | 75% or moreCode E | Yes | LIMITED PARTNER06/2022 | Schedule BPDF page 25 |
| 9 | DIAMETER PRINCIPAL FINANCE HOLDINGS LLCGENERAL PARTNERDomestic entity | DIAMETER PRINCIPAL FINANCE PARTNERSHIP LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER06/2022 | Schedule BPDF page 25 |
| 10 | DIAMETER CAPITAL PARTNERS LPLIMITED PARTNERDomestic entity | DIAMETER PRINCIPAL FINANCE FEEDER LP | 50% to less than 75%Code D | Yes | LIMITED PARTNER06/2022 | Schedule BPDF page 25 |
| 11 | DIAMETER PRINCIPAL FINANCE HOLDINGS LLCGENERAL PARTNERDomestic entity | DIAMETER PRINCIPAL FINANCE FEEDER LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER06/2022 | Schedule BPDF page 25 |
| 12 | DIAMETER CAPITAL PARTNERS GP LLCGENERAL PARTNERDomestic entity | DIAMETER CAPITAL PARTNERS LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER11/2016 | Schedule BPDF page 25 |
| 13 | DIAMETER MANAGEMENT INTERMEDIATE LPLIMITED PARTNERDomestic entity | DIAMETER CAPITAL PARTNERS LP | 25% to less than 50%Code C | Yes | LIMITED PARTNER07/2021 | Schedule BPDF page 25 |
| 14 | SG DIAMETER LLCLIMITED PARTNERDomestic entity | DIAMETER CAPITAL PARTNERS LP | 25% to less than 50%Code C | Yes | LIMITED PARTNER07/2021 | Schedule BPDF page 25 |
| 15 | JONATHAN NMN LEWINSOHNMEMBERIndividual | DIAMETER CAPITAL PARTNERS GP LLC | 50% to less than 75%Code D | Yes | MEMBER11/2016 | Schedule BPDF page 25 |
| 16 | SCOTT KREITLER GOODWINMEMBERIndividual | DIAMETER CAPITAL PARTNERS GP LLC | 50% to less than 75%Code D | Yes | MEMBER11/2016 | Schedule BPDF page 25 |
| 17 | JONATHAN NMN LEWINSOHNLIMITED PARTNERIndividual | DIAMETER MANAGEMENT INTERMEDIATE LP | 75% or moreCode E | Yes | LIMITED PARTNER07/2021 | Schedule BPDF page 25 |
| 18 | SCOTT KREITLER GOODWINMEMBERIndividual | SG DIAMETER LLC | 75% or moreCode E | Yes | MEMBER07/2021 | Schedule BPDF page 25 |
| 19 | DIAMETER CAPITAL PARTNERS LPSOLE MEMBERDomestic entity | DIAMETER PRINCIPAL FINANCE HOLDINGS LLC | 75% or moreCode E | Yes | SOLE MEMBER06/2022 | Schedule BPDF page 25 |
| 20 | JOSEPH ALEXANDER CARVALHOLIMITED PARTNERIndividual | DIAMETER PRINCIPAL FINANCE FEEDER LP | 25% to less than 50%Code C | Yes | LIMITED PARTNER06/2022 | Schedule BPDF page 25 |
| 21 | BENJAMIN DAVID PASTERNACKLIMITED PARTNERIndividual | DIAMETER PRINCIPAL FINANCE FEEDER LP | 25% to less than 50%Code C | Yes | LIMITED PARTNER06/2022 | Schedule BPDF page 25 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 4/29/2026 1:12:47 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.