Dark Horse LLC

Overview

Dark Horse LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates under an individual-owner structure and deploys a mix of fee models — percentage of AUM, hourly billing and fixed fees — which suggests flexibility to tailor engagements to client needs. Dark Horse is not positioned as a capital allocator or an active ESG investor; its stated activity centers on traditional advisory services rather than institutional consulting or multi-state advisory scale. Investment activity appears centered on public pooled vehicles and conventional income instruments, with supplemental use of third-party alternative managers where appropriate. Given the client base and the firm’s size, allocations are likely customized at the household level rather than driven by institutional-sized, firm-wide sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices