DH Asset Management, LLC

Overview

DH Asset Management, LLC is a small, owner-operated advisory firm that provides discretionary portfolio management for individuals and small businesses. The firm runs a fee model tied to assets under management and concentrates client relationships—23 clients across 45 accounts—allowing for hands-on, customized portfolio oversight. Investment activity centers on pooled public funds and mutual funds as the primary building blocks of client portfolios, supplemented with allocations to third-party alternative managers via hedge funds and private placements. The firm does not characterize itself as an ESG or multi-state adviser and appears to operate with a compact team and a single office footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices