DREAM CAPITAL ADVISORS, LLC

Overview

Dream Capital Advisors, LLC is a boutique, fee-based wealth manager formed in 2014 and structured as a limited liability company with individual ownership. The firm provides discretionary portfolio management primarily for individuals and small businesses, positioning itself to serve a relatively small roster of high-balance clients. Investment activity is tilted toward equities — and within that universe, a notable emphasis on non-exchange traded equity holdings — coupled with selective use of alternative strategies to complement core equity exposure. The firm does not identify as an active ESG investor and manages client assets on a discretionary basis under a percentage-of-AUM fee model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices