DFC Preferred Advisors LLC

Overview

DFC Preferred Advisors LLC is an SEC-registered institutional registered investment adviser organized as an LLC. The firm’s stated advisory activity is portfolio management for investment companies, and its client base is institutional. It charges fees as a percentage of assets under management and does not report acting as a capital allocator or an active ESG investor. Regulatory and organizational notes in the snapshot indicate the firm is not a multi-state adviser, not a pension consultant, and is not identified as a related adviser to another firm. The firm also lists industry affiliations that include broker-dealer activity and connections with other investment advisers.

Assets & Accounts

Investments & Alternatives

Location & Offices