DARA CAPITAL US, INC.
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 153544
- Registered since
- June 21, 2010
- Website
- daracapital.ch
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI72.99%
- Corporations / Businesses25.39%
- Charitable Organizations1.15%
- Individuals0.47%
- Services
- Portfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Dara Capital US, Inc. is an independent, SEC-registered investment adviser that has been operating since 2010. The firm identifies as a capital allocator and serves both high-net-worth individuals/families and institutional clients. Its advisory scope emphasizes portfolio management for individuals and small businesses, selecting other advisers (a manager-of-managers approach), and publishing periodic market or investment communications. Ownership is listed as a combination of a foreign entity and an individual. Fee arrangements include percentage-of-AUM charges, fixed fees, and performance-based fees. Dara Capital US, Inc. does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities42%
- Other35%
- Investment Grade Corp Bonds8%
- US Government Bonds7%
- Cash & Cash Equivalents5%
Contacts
3 of 3BARTHELEMY HELG
ChairmanCRD 4565314
DAVID SIGG
Managing PartnerCRD 6112302
ANTON KNECHT
Founder & Managing PartnerCRD 5788963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$17.3M in ETFs
100%
$17.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI WORLD ETF (URTH) | BlackRock | Passive | Global Large Stock Blend | $1.9M | 10,400 | 10.81% |
Location
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 1395 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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