Dhyan Capital Management

Overview

Dhyan Capital Management is a small, owner-operated independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs an equity-first playbook: its filings show a clear preference for exchange-traded securities and a discretionary model that concentrates on liquid, marketable assets. Dhyan Capital Management charges a mix of percentage-of-AUM advisory fees and hourly fees for planning work, and it does not position itself as a pension consultant, multi-state adviser or a dedicated ESG investor. The business is structured as a limited liability company and is classified as an independent RIA. It is not a capital allocator—meaning it relies on third-party managers when tapping alternative solutions—so its investment program blends in-house portfolio management of public securities with selective allocations to external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices