DV CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2024
Total AUM
$203M
Discretionary
$203M
100% of AUM
Avg account
$29.1M
Accounts
7
Employees
11
Advisory reps
3

Firm details

Headquarters
CHICAGO, Illinois
CRD number
330325
Registered since
May 3, 2024
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

DV Capital Advisors, LLC is positioned as a manager of pooled investment vehicles with a focus on private funds. The firm is organized as a limited liability company and is registered with the SEC in 2024. Its business model centers on managing and sponsoring pooled vehicles and on selecting third‑party advisers, serving an institutional client base. The firm is classified across hedge fund and private equity structures, indicating a multi‑strategy approach that blends longer‑term private equity investments with actively managed fund vehicles that can use performance fees. DV Capital Advisors is not an active ESG investor, and it does not operate as a capital allocator. It has affiliations that extend into broker‑dealer and futures commission merchant activities and acts as sponsor, general partner, or managing member of its pooled vehicles. The firm’s fee model combines a percentage of assets under management with performance‑based fees and other fee arrangements that align manager compensation with fund performance.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Richard Horgan

    Chief Financial OfficerCRD 6697860

  • Shifra Katz

    Chief Compliance OfficerCRD 7166902

Contacts

1 of 1
  • JARED VEGOSEN

    Co-FounderCRD 4768441

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
425 S Financial Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth