A complete list of active advisors currently associated with Dai Advisors

Warmer can help you find a great advisor at Dai Advisors or one who fits your needs even better.

DAI Advisors provides asset and portfolio management and fiduciary consulting primarily for high‑net‑worth individuals, trusts, families, estates and certain retirement plans. The firm’s advisory services emphasize alternative investments — including private equity, private credit, hedge funds, infrastructure, real assets and semi‑liquid vehicles — while maintaining limited public market exposure for liquidity and risk management. Investment implementation focuses on manager selection, fund structure, sponsor engagement and due diligence, using fundamental, technical and cyclical analysis alongside the firm’s proprietary DEG rating coverage to evaluate alternative and liquid‑alternative funds. The firm manages accounts on both discretionary and non‑discretionary bases and operates a client class that invests non‑discretionarily in “funds requiring an RIA,” accessed via firm‑level sponsor agreements and institutional share classes. DAI Advisors operates as a solo registered adviser overseeing roughly $330 million in regulatory AUM and about 285 clients, which yields an atypically high AUM and client load per advisor for a firm of its structure. The Brochure discloses firm‑level sponsor arrangements (for example, an access agreement with AQR), describes the use of sponsor materials and its DEG ratings in research and disclosures, and notes the provision of periodic rate‑of‑return reporting and ongoing performance commentary to clients.

To learn more about the advisors currently working at Dai Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.