Da Inv
Firm details
- Headquarters
- London,
- CRD number
- 334514
- Registered since
- March 12, 2025
- Custodians
- ALPACA SECURITIES LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Da Inv is an independent registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2025 and reports ownership split between a domestic entity and an individual. Its stated business is portfolio management for individuals and small businesses, charging clients on a percentage-of-assets-under-management basis. Da Inv serves individual and family clients, does not identify as an active ESG investor, and is not structured as a capital allocator or pension consultant. The adviser reports operating in a single state rather than as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- 9 Th Floor, 107 Cheapside
- Office locations
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