Multi-Family Office

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DAI

DAI is an SEC-registered investment adviser in Atlanta, GA, registered since 2006. The firm manages $330 million in assets, $322 million on a discretionary...

DAI

DAI is an SEC-registered investment adviser in Atlanta, GA, registered since 2006. The firm manages $330 million in assets, $322 million on a discretionary basis. DAI has 40 employees and 40 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2020

Location

Region

North America

Country

United States

City

Atlanta

Corporate office

Bethesda, MD, United States

Additional offices

Shelburne, VT, United States

Sector focus

Real EstatePrivate CreditInfrastructure

Frequently asked questions

Who runs investment decisions at DAI?

DAI has not publicly named its principals or investment committee members. The firm's leadership structure is opaque, with no named CIO, CEO, or managing directors appearing in public records.

How does DAI source proprietary deal flow?

DAI's deal-sourcing strategy is undocumented. The firm does not publicly describe a proprietary origination network or partnership pipeline. Its multi-family office structure may rely on family-client introductions, but no specific mechanism has been disclosed.

Is DAI structured as a single family office or does it operate more like a venture firm?

DAI operates as a multi-family office, serving multiple families rather than a single wealthy lineage. It is not structured as a venture capital firm; its focus on real estate, private credit, and infrastructure suggests a direct-asset orientation rather than venture-stage equity.

Does DAI participate in fund commitments or only direct deals?

DAI's investment vehicle preferences are not publicly documented. The firm's emphasis on real estate and infrastructure likely involves direct ownership and co-investments, but whether it also commits to external funds is unknown.

What investment stages does DAI typically target?

DAI's investment stage focus is unclear. Its asset classes — real estate, private credit, infrastructure — typically span growth-stage, development, and operating assets, but no specific stage preference has been disclosed.

Which sectors does DAI explicitly avoid?

DAI has not publicly stated any excluded sectors. Its known focus on real estate, private credit, and infrastructure implies avoidance of sectors such as venture capital, public equities, and hedge funds, but this is inferred rather than official.

Where does the underlying wealth come from?

The original wealth sources of DAI's client families are not publicly disclosed. The firm operates as a multi-family office without revealing the commercial or generational origins of the capital it manages.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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