Dreamvision Capital

Overview

Dreamvision Capital is an independent, individual-owned registered investment adviser organized as an LLC that serves individual and family clients. The firm operates as a capital allocator, engaging third-party managers alongside in-house advisory services. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Advisory activities listed by the firm include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, selection of other advisers, and security ratings/pricing services. Dreamvision Capital does not position itself as an active ESG investor, is not registered as a multi-state adviser, and does not market pension consulting or family-office–specific services in the available materials.

Assets & Accounts

Investments & Alternatives

Location & Offices