Firm profile

DIAMETER PRINCIPAL FINANCE LLC

NEW YORK, NYCRD 328057Latest ADV April 29, 2026

Diameter Principal Finance LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 29, 2026, reports $3.4B in regulatory assets under management, 119 employees, 2 offices, and 1 account.

Assets Under Management
$3.4B
Employees
119
Offices
2 offices
Total Clients
<5
Primary office
NEW YORK, NY
50 HUDSON YARDS, SUITE 6600A, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOJonathan N. Lewinsohn
CEOScott K. Goodwin
CCOMichael J. Cohn

Advisory services offered

1 types reported
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentBDCs represent 100.0% of total clients.
Top client categories% of clientsClients
1
BDCs
100.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.4Bas of April 29, 2026
Discretionary100.0%
$3.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$3.4B
Total Accounts1
10Y AUM Change+$3.4B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees119
Clients per Employee0:1
10Y Employee Change+64 (+116.4%)

* 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.