DV Capital Management, LLC

Overview

DV Capital Management, LLC is a small, owner-operated registered investment adviser that focuses on fee-based portfolio management for individual and family clients. The firm is organized as a limited liability company and registered with the SEC in 2023. Its business model centers on managing discretionary equity-focused portfolios for individuals and small businesses, charging a percentage of assets under management. Investment activity is concentrated in public-market equity exposure; the firm signals a clear preference for liquid, exchange-traded instruments rather than private-market allocations. DV Capital Management, LLC does not identify as an active ESG investor, and it does not report multi-state adviser status or pension consulting services. The adviser operates under an individual-owner structure and positions itself as a boutique, high-touch manager for a small client base.

Assets & Accounts

Public Holdings

Location & Offices