Dyad Capital LLC

RIASEC Registered
Total AUM
$2.3M
Discretionary
$2.3M
100% of AUM
Avg account
$153K
Accounts
15
Employees
2
Advisory reps
2

Firm details

Headquarters
Albuquerque, New Mexico
CRD number
325741
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Charitable Organizations50.18%
  • Individuals34.19%
  • HNWI15.63%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Dyad Capital LLC is an independent registered investment advisor organized as a limited liability company and owned by an individual. The firm provides fee-based portfolio management, charging a percentage of assets under management, and serves both individual and family clients as well as institutional or business clients. Its advisory scope reported on regulatory filings is concentrated on discretionary portfolio management for individuals/small businesses and for businesses or institutions. The firm does not identify itself as an active ESG investor and is not documented as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • Quinn Kahn

    Quinn Kahn

    CIO and Co-FounderCRD 6889287

Contacts

1 of 1
  • Ryan Kahn

    Financial AdvisorCRD 6909392

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Albuquerque, NM

Bernalillo

Location

Albuquerque, NM

Headquartered in Albuquerque, NM, anchoring the Albuquerque-Santa Fe-Las Vegas, NM metro in the West.

Metro area
Albuquerque-Santa Fe-Las Vegas, NM
Region
West
County
Bernalillo
Address
400 Gold Ave Sw
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth