DACEYHOLDEN MANAGEMENT, LLC

Overview

Daceyholden Management, LLC is a small, privately owned investment adviser that focuses on discretionary portfolio management for individuals, families and select institutional clients. The firm charges both a percentage-of-AUM fee and performance-based fees, and it combines manager-led public-market exposures with allocations to pooled alternative vehicles that it sponsors or manages. The adviser is not an active ESG investor and operates as a single-state, owner-operated LLC structure. Its regulatory profile and filing detail(s) indicate the firm also functions as a sponsor/GP and can act in roles typical of commodity pool operators/commodity trading advisors for pooled investment vehicles. Investment activity centers on blended exposures: the firm uses mutual funds for core public-market positions and directs capital into hedge fund and commodities strategies for return enhancement and diversification. The presence of a firm-advised hedge fund and a performance-fee model suggests a willingness to run concentrated, active strategies alongside more conventional mutual fund holdings.

Assets & Accounts

Investments & Alternatives

Location & Offices