DV Capital Advisors, LLC

RIASEC RegisteredEst. 2024
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 held investment manager registered with the SEC in 2024 and organized as an LLC. The firm is structured to run pooled investment vehicles and to select other advisers, positioning itself as a hybrid manager that operates private equity and hedge fund strategies. Its client base is institutional, and compensation mixes include asset-based fees, performance-based fees and other fee arrangements. DV Capital is not flagged as an active ESG investor and does not identify as a multi-state adviser. The firm also has business ties that include roles commonly associated with product sponsorship and execution — listed industry affiliations include broker-dealer, futures commission merchant, and acting as sponsor, general partner or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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