Woodward Diversified Capital is a fund manager in Bakersfield with $476.21 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
IRS number
843334227
SEC advisor number
801-117741
FINRA CRD number
306299
AUM ?
$476.21 mm
(as of 3 Jun 23)
Accounts
1,110
(as of 3 Jun 23)
Employees
5
(3 investment advisory or research)
Office hours
Monday - Friday, 7:00 AM TO 4:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Woodward, Gabriel, Thomas | Partner | 10/2019 | 25-50% |
Woodward, Beau, Thomas | Partner | 10/2019 | 25-50% |
Woodward, Thomas, Dorsey | Partner, Chief Compliance Officer | 10/2019 | 25-50% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Woodward Diversified Capital, LLC | $476.21 mm | |
WDC Energy II Green River LLC | $35.14 mm | Private Equity Fund |
WDC Energy, LLC | $116.58 mm | Private Equity Fund |
WDC Fund 1, LLC | $9.07 mm | Private Equity Fund |
WDC Rondo, LLC | $1.08 mm | Private Equity Fund |
WDC Technology Fund 1, LLC | $4.19 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22