Woodward Diversified Capital

Woodward Diversified Capital

Bakersfield, Californiawoodwarddiversifiedcapital.com

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.

Year Founded

2019

AUM

$507.5M

Portfolio Companies

2

Investments

CompanyDateStageLead
SpaceXJun 2023Tender-
Fundare Resources CompanyFeb 2021Private EquityLead

Sector & Stage Mix

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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Firmographic Details

HeadquartersBakersfield, California
Year Founded2019
AUM$507.5M

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