DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC.

RIASEC RegisteredEst. 2023
Total AUM
$292M
Discretionary
$292M
100% of AUM
Avg account
$146M
Accounts
2
Employees
3
Advisory reps
2

Firm details

Headquarters
PALO ALTO, California
CRD number
307581
Registered since
October 25, 2023
Fee structure
Percentage of AUM, Performance Based Fees
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 that operates as a private equity fund, focusing on portfolio management for pooled investment vehicles. The firm, which is a foreign entity, primarily caters to institutional clients. It employs a fee structure that includes a percentage of assets under management and performance-based fees. Although it is not classified as an active ESG investor, Daiwa Capital Management Silicon Valley Inc. engages in various investment activities, particularly in the realm of private equity, venture capital, and private placements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • RYOTA KOMATSU

    Chief Compliance OfficerCRD 7802578

Contacts

1 of 1
  • Naoto Osugi

    DirectorCRD 6898615

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
265 Lytton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth