Da Inv

RIASEC Registered
Total AUM
$28M
Discretionary
$0
0% of AUM
Avg account
$253
Accounts
110,459
Employees
6
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
9 Th Floor, 107 Cheapside
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth