DV Capital Advisors, LLC

RIASEC Registered
Total AUM
$203M
Discretionary
$203M
100% of AUM
Avg account
$29.1M
Accounts
7
Employees
11
Advisory reps
3

Firm details

Headquarters
Chicago, Illinois
CRD number
330325
Registered since
May 3, 2024
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

DV Capital Advisors, LLC is a privately organized LLC that describes itself as a multifaceted fund manager operating hedge fund and private equity strategies. The firm is registered with the SEC, with registration effective in 2024. Its primary client base is institutional, and its advisory work centers on managing pooled investment vehicles and selecting third‑party advisers for those vehicles. Fee arrangements include a management percentage on assets under management plus performance‑based compensation, and the firm reports additional unspecified fee types. The firm is not positioned as a capital allocator — it functions as an active manager and sponsor. Related industry affiliations indicate roles beyond adviser duties: broker‑dealer, futures commission merchant, and sponsor/GP/managing member of pooled investment vehicles. DV Capital Advisors does not identify as an active ESG investor and is not set up as a multi‑state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

2 of 2
  • Richard Horgan

    Chief Financial OfficerCRD 6697860

  • Shifra Katz

    Chief Compliance OfficerCRD 7166902

Contacts

1 of 1
  • Jared Vegosen

    Jared Vegosen

    Co-FounderCRD 4768441

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

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
425 S Financial Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth