DGV Solutions LP

RIASEC RegisteredEst. 2015

Total AUM

$944M

Discretionary

$722M

76% of AUM

Avg account

$236M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Minnetonka, Minnesota
CRD number: 174379
Registered since: July 13, 2015
Website: www.dgvlp.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles81.54%
Charitable Organizations18.46%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

DGV Solutions LP is a limited partnership that operates as an institutional registered investment adviser. It has been SEC-registered since 2015 and is owned by a combination of a foreign entity and an individual. The firm charges fees based on a percentage of assets under management and lists its core activities as serving as a commodity pool operator or commodity trading advisor (CPO/CTA) and providing portfolio management for pooled investment vehicles and for businesses or institutional clients. DGV Solutions does not position itself as an active ESG investor, is not described as a multi-state adviser, and is not classified as a capital allocator.