Daiwa Capital Management Silicon Valley Inc.

RIASEC RegisteredEst. 2023

Total AUM

$376M

Discretionary

$376M

100% of AUM

Avg account

$188M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Palo Alto, California
CRD number: 307581
Registered since: October 25, 2023
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Daiwa Capital Management Silicon Valley Inc. is a corporation registered with the SEC in 2023 that operates as a private equity–style investment manager focused on pooled investment vehicles. The firm serves institutional clients and provides portfolio management for pooled funds, acting in sponsor/GP and managing-member roles for such vehicles. Its ownership is listed as a mix of foreign entity and individual interests. Fee arrangements include a percentage-of-assets component plus performance-based fees and other bespoke fee structures. The firm is not identified as an active ESG investor. It is affiliated with broker-dealer and other investment adviser relationships in addition to its sponsor/GP activities.