Daceyholden Management, LLC

Overview

Daceyholden Management, LLC is a privately held limited liability company that provides portfolio management primarily for individuals, small businesses and some institutional clients. The firm reports a mixed fee model of asset-based charges plus performance-linked fees, and it identifies an individual owner structure. It does not position itself as an ESG investor, is not a multi-state adviser, and is not flagged as a capital allocator in the source material. Filings indicate the firm participates in pooled-vehicle activities and can function as a sponsor, general partner or managing member, and it has CPO/CTA-type affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives