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DI INVESTMENT MANAGEMENT LP

DALLAS, TX · CRD 318069 · IAPD ↗ · dalfen.com · 214-775-4712

$617.6MRegulatory AUM
45Advisory reps
83Employees
1Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — DI INVESTMENT MANAGEMENT LP crossed $500M in regulatory AUM ($365.4M -> $617.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
April 2025 — DI INVESTMENT MANAGEMENT LP grew from 40 to 45 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
April 2024 — DI INVESTMENT MANAGEMENT LP shrank from 47 to 40 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2024 — DI INVESTMENT MANAGEMENT LP reported RAUM up 40% ($271.6M -> $379.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.