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Dance Investment Partners
Dance Investment Partners offers financial planning and wealth management, including structured products and private investments. Private investments are...
Overview
Dance Investment Partners offers financial planning and wealth management, including structured products and private investments. Private investments are positioned for sophisticated households and families with substantial investable assets as a complementary component within a diversified, risk-aware portfolio. Opportunities are evaluated with diligence in the context of each client’s financial plan, liquidity needs, and long-term objectives, with emphasis on alignment, generational planning, and capital preservation.
General information
Firm type
Asset Manager
Location
City
St George
Principals
Luke Dance
Frequently asked questions
Does Dance Investment Partners have disclosed AUM?
No. The firm has never publicly reported assets under management. No media, regulatory filing, or company material provides an AUM figure. The amount is unknown.
Where is Dance Investment Partners headquartered?
The firm's headquarters location is not publicly listed. Its incorporation state is Delaware. No city or office address has been disclosed in any source.
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