Dara Capital US, Inc.
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 153544
- Registered since
- June 21, 2010
- Website
- daracapital.ch
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI72.99%
- Corporations / Businesses25.39%
- Charitable Organizations1.15%
- Individuals0.47%
- Services
- Portfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Dara Capital US, Inc. is an SEC-registered independent RIA formed in 2010 that serves both individual and institutional clients. The firm functions as a capital allocator and conducts discretionary portfolio management for individuals and small businesses, selects third-party advisers, and publishes periodicals or newsletters. Its fee arrangements include asset-based fees, flat retainer-style charges, and performance-linked compensation, indicating flexibility to structure client engagements across retail and institutional mandates. The adviser does not self-identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Other35%
- Investment Grade Corp Bonds8%
- US Government Bonds7%
- Cash & Cash Equivalents5%
Contacts
3 of 3
Barthelemy Helg
ChairmanCRD 4565314
David Sigg
Managing PartnerCRD 6112302
Anton Knecht
Founder & Managing PartnerCRD 5788963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$15M in ETFs
100%
$15M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI WORLD ETF (URTH) | BlackRock | Passive | Global Large Stock Blend | $2.1M | 10,400 | 14.02% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 1395 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Downtown Wealth Studios, LLC
RIAMiami, FL
White Wolf Capital Advisors, LLC
RIAMiami, FL
Inca Investments, LLC
RIAMiami, FL
Tyro Capital Management, LLC
RIAMiami, FL
GDA Luma Capital Management, LP
RIAMiami, FL
Securitize Capital LLC
RIAMiami, FL