AUMdb

Diamond Bar Fund

EIN 844406712 · 501(c)(3) · Public charity · San Antonio, TX · recognized 2020

Assets
$252M
Revenue
$3.1M
Expenses
$10.9M
Investment income
$2.2M

Form 990 fiscal year ended 09/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Malika Capital Llc CRD 332632 fuzzy_auto · 94% 09/30/2024
Carlyle Investment Management L.L.C. CRD 111128 fuzzy_auto · 99% 09/30/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Makena Capital Investment management $2,527,519
Carlyle Investment Management Llc Investment management $114,297

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Robert Neal Wilkins President & ceo $484,637 $194,505
Veronica L Paredez Director of finance, sec, treas $157,350 $18,568
Richard W Evans Jr Director $70,500 $0
Bryan Wagner Director $68,535 $0
Dan Kinsel Iii Director $65,500 $0
Stephen J Kleberg Director $65,500 $0