Updated:
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...
Overview
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
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.
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 Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research DAI in Altss
Explore available research and relationship coverage for this adviser in Altss.