DSF ADVISORS, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 283411
- Registered since
- June 17, 2016
- Website
- www.thedsfgroup.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
DSF Advisors, LLC is an SEC-registered investment adviser organized as an LLC and working primarily with institutional clients. The firm’s stated focus is portfolio management for pooled investment vehicles; it also serves as sponsor, general partner and managing member of those vehicles, indicating a hands-on role in running private funds. DSF uses a fee mix that includes both a percentage-of-AUM charge and performance-based fees, consistent with a manager-of-funds business model. The firm was registered in 2016 and is owned by an individual. It does not identify as an active ESG investor and is not listed as a multi-state or related adviser.
Assets & Accounts
Investments & Alternatives
Private Funds
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2ARTHUR SOLOMON
Chairman & CEOCRD 1497478
THOMAS MAZZA
COOCRD 1513131
Contacts
2 of 2JOSHUA SOLOMON
President, Co-FounderCRD 1543655
ERIC SMITH
Financial Advisor and Registered RepresentativeCRD 5588560
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 341 Newbury St
- Time zone
- ET (UTC-5)
- Office locations
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