DXD CAPITAL

RIASEC RegisteredEst. 2024
Total AUM
$353M
Discretionary
$353M
100% of AUM
Avg account
$16.8M
Accounts
21
Employees
27
Advisory reps
4

Firm details

Headquarters
ALBUQUERQUE, New Mexico
CRD number
329580
Registered since
October 31, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

DXD Capital is a limited liability company that registered with the SEC in 2024 and is owned by an individual. The firm positions itself as a manager of pooled investment vehicles with an institutional client base. Its reported business activity focuses on portfolio management for pooled vehicles, and it charges both a percentage-of-assets fee and performance-based fees. DXD Capital functions as a sponsor and general partner, acting as the managing member of the pooled vehicles it advises rather than operating primarily as a third-party capital allocator. The firm does not characterize itself as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • CHRISTINE BECKER

    Chief Legal CounselCRD 7992482

Contacts

3 of 3
  • CORY SYLVESTER

    PrincipalCRD 5386119

  • ANDREW DOLAN

    PrincipalCRD 6874301

  • Lauren Selinger

    General CounselCRD 8246451

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

ALBUQUERQUE, NM

BERNALILLO

Location

ALBUQUERQUE, NM

Headquartered in ALBUQUERQUE, NM, anchoring the Albuquerque-Santa Fe-Las Vegas, NM metro in the West.

Metro area
Albuquerque-Santa Fe-Las Vegas, NM
Region
West
County
BERNALILLO
Address
6801 Jefferson St NE
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth