Dara Capital US, Inc.

RIASEC Registered

Total AUM

$563M

Discretionary

$185M

33% of AUM

Avg account

$9.7M

Accounts

58

Employees

3

Advisory reps

3

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

FINTRX

Overview

Dara Capital US, Inc. is an independent registered investment adviser (SEC registered in 2010) that serves both high-net-worth individuals/families and institutional clients. The firm acts as a capital allocator and provides portfolio management, manager selection, and publishes periodic investment commentary. Ownership is listed as a combination of a foreign entity and an individual. Fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. ESG considerations are not flagged as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities42%
Other35%
Investment Grade Corp Bonds8%
US Government Bonds7%
Cash & Cash Equivalents5%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 20

Active vs passive

$15.3M in ETFs

Passive

100%

$15.3M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES MSCI WORLD ETF (URTH)	BlackRock	Passive	Global Large Stock Blend	$2.1M	10,400	14.06%

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Primary office

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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