Dara Capital US, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$413,650,155
Clients
52
Advisors
2
of 3 employees
About
Dara Capital US, Inc. provides independent financial and wealth advisory services to sophisticated investors, including trusts, tax‑exempt organizations, estates, and single‑ and multi‑family offices. In addition to portfolio management and advice on alternative investments, the firm offers storage solutions for physical gold, other metals and cash notes.
The firm combines quantitative analysis with qualitative due diligence on external money managers to build tailor‑made portfolios that emphasize diversification and controlled downside volatility. It employs both fundamental and technical analysis and may implement strategies that include short sales, margin transactions and derivatives (options and futures); most mandates are managed on a non‑discretionary basis and investment decisions are typically reviewed and agreed jointly with clients.
Dara Capital is affiliated with Swiss parent Dara Capital AG, a FINMA‑regulated entity, and discloses potential conflicts and supervisory arrangements in its policies and code of ethics. The brochure highlights several features that are less common among peers: a majority of AUM is non‑discretionary, the firm may negotiate performance‑based compensation in some engagements, it provides regular written account and market updates, and a small advisory team oversees a relatively large pool of assets, which the firm says helps secure access to select co‑investment opportunities.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat advisory fees may be negotiated, including fixed annual advisory fees payable quarterly in arrears
Performance fees typically range from 5% to 20% of portfolio appreciation annually, possibly subject to a negotiated hurdle rate
Minimum fee: A minimum fee applies; specific amount not stated
Main office
1395 Brickell Ave, Suite 800
Miami FL 33131-3302
Advisors at this office
2
Most active in
Arizona · Arkansas · California · Connecticut · Delaware · Florida · Hawaii · Idaho · Illinois · Kentucky · Maryland · Massachusetts · New York · North Carolina · Oregon · Pennsylvania · Tennessee · Texas · Washington · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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