FI/FOF/PE  Diversified Trust

https://www.diversifiedtrust.com/





     Office Locations:

400 Galleria Parkway, SE Suite 1400
Atlanta, GA 30339
Phone: 770-226-5333

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Stages:

  • Expansion
  • Late
  • Middle Market


 

Industries:

  • Business Services
  • Financial Services
  • Information Technology
  • Real Estate & Construction
  • Software & Internet

  •  

    Description:

    Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $6.5 billion of client assets under management, and more than 80 employees. Clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans. Diversified Trust is the largest independent trust company headquartered in Tennessee, and one of the largest in the Southeast. For estates, the firm offers administration, valuation, tax services, investment management, custodial and accounting services. Diversified Trust offers extensive OCIO services to institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communication, audit support, and planned giving initiatives. In July 2018, Diversified Trust closed its sixth private equity fund at over $155 million, beating its $150 million target.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Betsy M. Wills Principal & Director of Marketing & Branding
    Brook H. Lester CPA Principal & Chief Wealth Strategist
    Carol B. Womack Principal
    Douglas S. Turner Principal & Director of Operations
    F. Kneeland Gammill CFA Principal

     

    Portfolio companies include:

     

    Recent News: