Dasta Investments LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 315589
- Registered since
- November 23, 2021
- Website
- www.dubapp.com
- Custodians
- APEX CLEARING CORPORATION
- Fee structure
- Other
- Client types
- Individuals75.38%
- HNWI24.62%
- Services
- Publication of Periodicals
Firm profile
FINTRXOverview
Dasta Investments LLC is a limited liability company that registered with the SEC in 2021. The firm serves individual and family clients and is organized under a domestic entity/individual ownership structure. Its written activities include the publication of periodicals or newsletters, and it is affiliated with a broker-dealer. The firm reports a nonstandard fee arrangement (listed as "Other") and does not identify as an active ESG investor, a multi-state adviser, a capital allocator, or a pension consultant.
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 Equities100%
Owners & executives
1 of 1
Steven Wang
Chief Executive Officer & FounderCRD 7463254
Contacts
2 of 2
Justin Ramirez
CCOCRD 4819041
William Wise
CRD 5781813
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 450 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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