Dash Prime LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
41257
Registered since
March 3, 1997

Firm profile

FINTRX

Overview

Dash Prime LLC is a limited liability company that has been SEC-registered since 1997. FINTRX classifies the firm as "Unclassified" and identifies its owner type as a mix of domestic entity and individual ownership. The profile indicates the firm is not a capital allocator, is not active on ESG mandates, and is not designated as a multi-state adviser, pension consultant, or related adviser. Public disclosures in the FINTRX entry are sparse: no descriptive detail is provided about the firm’s advisory activities, client segments, fee model, or investment process. That lack of reporting limits what can be confirmed about how Dash Prime sources mandates or positions itself in the wealth-management market.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Benjy Schwartz

    Benjy Schwartz

    Chief Strategy OfficerCRD 5035490

  • Paul Gappa

    Paul Gappa

    Chief Compliance OfficerCRD 2694836

Contacts

3 of 10
  • Edward Tilly

    Edward Tilly

    Compliance Risk ManagementCRD 7476975

  • Owen Weathersby

    Owen Weathersby

    Trade Desk AnalystCRD 7615416

  • Michael Sedek

    Michael Sedek

    Managing DirectorCRD 3200593

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
200 S Wacker Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth