Woodward Diversified Capital
Overview
Woodward Diversified Capital is a fee-only registered investment adviser that provides investment management and financial advisory services to individual and institutional investors to help them achieve their financial needs and goals. The firm offers personalized service and acknowledges that it is held to a fiduciary standard of care. Woodward Diversified Capital constructs risk-adjusted, tax-efficient, and cost-effective asset allocation strategies based on a client's unique cash flow needs, stated return, and risk profile.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| SpaceX | Jun 2023 | Tender | - |
| Corent Technology | Sep 2022 | Convertible Debt | Lead |
| Greyscale AI | Mar 2022 | Series A | Co-investor |
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Woodward Diversified Capital based?
Woodward Diversified Capital is headquartered in Bakersfield, California, United States.
When was Woodward Diversified Capital founded?
Woodward Diversified Capital was founded in 2019.
How many portfolio companies does Woodward Diversified Capital have?
Woodward Diversified Capital has 4 portfolio companies in Caplight's dataset.
What are some companies in Woodward Diversified Capital's portfolio?
Portfolio companies visible on Caplight include SpaceX, Corent Technology, Greyscale AI.
What was Woodward Diversified Capital's most recent investment shown here?
Woodward Diversified Capital's most recent investment in this portfolio sample was in SpaceX in 2023.
What sectors does Woodward Diversified Capital focus on?
Woodward Diversified Capital focuses on Energy & Sustainability, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Enterprise Software, Telecommunications & Networking, Enterprise Software.
What company stages does Woodward Diversified Capital focus on?
Woodward Diversified Capital typically invests at the Late stage.
What is Woodward Diversified Capital's AUM?
Woodward Diversified Capital's assets under management are estimated between $500.0M and $1.0B.