Diligence Fund Distributors Application

Contact Information

The managers in our program have demonstrated high levels of integrity, strong investment performance, and sound business practices. If you are Interested in becoming one of DFD fund managers, please complete the questionnaire below. Any questions please reach out to info@dfd.ai
Full Name*

First NameLast Name
Birth Date

MonthDayYear
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Email Address*
example@example.com
LinkedIn
Current Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
How did you hear about us*
Please select the most appropriate asset class you specialize in:
Mutual FundsSMAsETFsIntervalSPVIlliquidMulti AssetFund of Funds
FundamentalQuantitative
Large GrowthLarge blendMid GrowthMid ValueMid BlendSmall ValueSmall GrowthSmall BlendSmid ValueSmid BlendSmid GrowthESG
Large GrowthLarge blendMid GrowthMid Value,Mid BlendSmall ValueSmall GrowthSmall BlendSmid ValueSmid BlendSmid GrowthDevelopedEuropeanLatin AmericaAsianEmerging MarketsESG
ConcentratedDiversified
US/TaxableTax Exempt
Short DurationIntermediate DurationLong Duration
OpportunisticFloating RateHigh Yield
International BondEmerging Market Debt
Mortgage BackTreasuryInflation ProtectedESGCreditBank LoanFloating RateHigh Yeild
Hedge FundLong ShortRelative ValuePrivate EquityPrivate CreditReal EstateVenture CapitalCryptoDigital AssetNFTsArtWineMarket NeutralTax HarvestingManaged FuturesCommoditiesBlock ChainSkill BasedPrivate DebtDirect LendingOther
Ultra ShortShortIntermediateLong
International BondEmerging Markets Bond
IncomeFactor Based
Type option 1Type option 2Type option 3Type option 4
Firm Information
Firm Name*
Firm Street Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Firm Details
Year Founded
Current Firm AUM
Employee Ownership (%)
Women or Minority Ownership (%)
Provide a brief overview of the history of the firm. Be sure to include information regarding the type of company and ownership structure and any changes that have occurred.
Provide a detailed biography for all members of the investment staff and Chief Compliance Officer, including date of hire.
Please upload your RFI if you have an existing one

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Please sign the below acknowledging that you have read and understand our T&C located HERE*

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Contact Information

Please select the most appropriate asset class you specialize in:

Firm Information

Firm Details