DGS CAPITAL MANAGEMENT
Firm details
- Headquarters
- JERSEY CITY, New Jersey
- CRD number
- 281938
- Registered since
- May 6, 2019
- Website
- www.dgs.capital
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.79%
- Individuals10.74%
- Pension & Profit Sharing Plans0.3%
- Charitable Organizations0.18%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
DGS Capital Management is a privately owned LLC that has been registered with the SEC since 2019. The firm bills itself as an advisor to both individuals/families and institutional clients, operating on a percentage-of-AUM fee model and focusing on discretionary portfolio management for individuals, small businesses and other business or institutional entities. The owner structure is individual ownership, and the adviser does not position itself as a capital allocator or pension consultant. It is not flagged 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 Equities75%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents9%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
Contacts
1 of 1ASHISH SHARMA
PrincipalCRD 6543184
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$133M in ETFs
87%
$116M
11%
$17.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB) | BlackRock | Passive | Muni National Short | $35.2M | 330,165 | 26.37% |
Location
JERSEY CITY, NJ
HUDSON
Location
JERSEY CITY, NJ
Headquartered in JERSEY CITY, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- HUDSON
- Address
- 101 Hudson St
- Time zone
- ET (UTC-5)
- Office locations
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