DYAD CAPITAL LLC

Overview

Dyad Capital LLC is a small, privately owned investment adviser that focuses on discretionary portfolio management for individuals, small businesses and select institutional clients. The firm charges a percentage-of-assets fee and shows a clear preference for public equities, allocating the vast majority of client capital to exchange-traded securities. Dyad Capital is not positioned as an ESG-focused manager and does not operate as a multi-state or pension consultant adviser; its business model centers on direct portfolio management rather than acting as a capital allocator or related-adviser network. The scale and client mix suggest an adviser delivering customized equity-focused solutions rather than broad multi-asset platform management. With a limited client base and concentrated asset base, Dyad Capital is likely to emphasize liquid, publicly traded instruments and direct account-level discretion in portfolio decisions.

Assets & Accounts

Public Holdings

Location & Offices