Dhamma Capital

Overview

Dhamma Capital is an independent Registered Investment Adviser organized as a limited liability company that acts as a capital allocator for both high-net-worth individuals and institutional clients. The firm provides a mix of financial planning, discretionary portfolio management, pension consulting and adviser selection services, and also runs educational seminars and workshops. Fee arrangements include percentage-of-assets, hourly charges and fixed fees, which supports flexible engagement models across planning and discretionary mandates. Investment activity shows a clear tilt toward pooled public funds — mutual funds are the single largest asset category — while the firm also allocates to third-party alternative managers. Dhamma Capital identifies as an active ESG investor and retains the discretion to implement allocations using outside managers when specialist exposure is required. Custody relationships and the use of portfolio management services suggest the firm runs separate account solutions alongside fund-based sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices