Overview
Assets Under Management: $50 million
High-Net-Worth Clients: 22
Average Client Assets: $2.3 million
Frequently Asked Questions
DV CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147013), DV CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
DV CAPITAL MANAGEMENT, LLC serves 22 high-net-worth clients according to their SEC filing dated February 01, 2026. View client details ↓
According to their SEC Form ADV, DV CAPITAL MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
DV CAPITAL MANAGEMENT, LLC manages $50 million in client assets according to their SEC filing dated February 01, 2026.
According to their SEC Form ADV, DV CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $2.3 million
Total Client Accounts: 22
Discretionary Accounts: 22
Regulatory Filings
CRD Number: 147013
Filing ID: 2047763
Last Filing Date: 2026-02-01 13:55:59