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Chief Compliance Officer/ Secretary/ Treasurer · Diversified Partners, Inc.

Heather O. Hale

CRD 4470449 · Named on Form ADV at one SEC-registered adviser

At a glance

Diversified Partners, Inc., an SEC-registered private fund adviser based in Brentwood, TN with $155 million in regulatory assets, lists Heather O. Hale on its Form ADV as Chief Compliance Officer/ Secretary/ Treasurer, a control person.

Firms and roles

  • Diversified Partners, Inc.Chief Compliance Officer/ Secretary/ TreasurerPrivate fund adviser · Brentwood, TN · $155M in regulatory assets

AtlasMembers

Heather’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Heather’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.