DRAGONFLY DIGITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$3.4B
Discretionary
$3.4B
100% of AUM
Avg account
$246M
Accounts
14
Employees
34
Advisory reps
1

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
300750
Registered since
May 3, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Dragonfly Digital Management, LLC is an SEC-registered investment adviser formed as a limited liability company in 2022 that combines venture capital and hedge fund strategies under a single management platform. The firm’s business is built around portfolio management for pooled investment vehicles: it operates as sponsor, general partner and managing member of private funds while serving a strictly institutional client base. Fee terms are typical for managers of this type — a percentage of assets under management plus performance-based fees — which aligns compensation with fund performance. The ownership mix includes foreign-entity and individual stakeholders, and the firm does not characterize itself as an active ESG investor. Dragonfly’s operating profile is that of a manager focused on private fund formation and active portfolio oversight rather than a pure third‑party allocator, though it does deploy capital into external alternative strategies as part of its program.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Scott Hershorin

    Chief Compliance OfficerCRD 7028637

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
66 Franklin St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth