Dance Investment Partners, LLC

Overview

Dance Investment Partners, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on advisory relationships with individuals and families and provides financial planning and portfolio management services geared to individuals and small businesses. Its fee model combines a percentage-of-assets-under-management component with the option for fixed fees. The adviser does not position itself as a capital allocator, is not presented as an active ESG investor, and is not identified as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices