Dyad Capital LLC
Firm details
- Headquarters
- Albuquerque, New Mexico
- CRD number
- 325741
- Website
- www.dyadcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations50.18%
- Individuals34.19%
- HNWI15.63%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Dyad Capital LLC is an independent registered investment advisor organized as a limited liability company and owned by an individual. The firm provides fee-based portfolio management, charging a percentage of assets under management, and serves both individual and family clients as well as institutional or business clients. Its advisory scope reported on regulatory filings is concentrated on discretionary portfolio management for individuals/small businesses and for businesses or institutions. The firm does not identify itself as an active ESG investor and is not documented as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities96%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Quinn Kahn
CIO and Co-FounderCRD 6889287
Contacts
1 of 1Ryan Kahn
Financial AdvisorCRD 6909392
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 400 Gold Ave Sw
- Time zone
- MT (UTC-7)
- Office locations
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