DREYFUSS CAPITAL MANAGEMENT LLC

Overview

Dreyfuss Capital Management LLC is an independent, owner-operated registered investment adviser focused on individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM, hourly, and fixed fees. Its stated investment preference is equities, with a dominant allocation to exchange-traded equities and ETFs. The firm is not an active ESG investor, is not set up as a multi-state adviser, and does not serve as a pension consultant or related adviser. Dreyfuss Capital maintains an affiliation with an insurance company, which aligns with its use of annuities among client solutions. Investment activity centers on liquid public markets complemented by select alternative exposures. Equity ETFs and individually traded equities make up the largest portion of client portfolios, while mutual funds and annuities are also part of the toolkit. The firm reports allocations to third-party alternative managers for real estate and digital currency, indicating a willingness to add illiquid or nontraditional exposures where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices