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Daniel Investment Associates
DANIEL INVESTMENT ASSOCIATES, LLC is an SEC-registered investment adviser in SANTA BARBARA, CA, registered since 2013. The firm manages $225 million in...
Overview
DANIEL INVESTMENT ASSOCIATES, LLC is an SEC-registered investment adviser in SANTA BARBARA, CA, registered since 2013. The firm manages $225 million in assets, with $203,617 on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
Why does Daniel Investment Associates maintain such a low public profile?
Full opacity serves several defensive functions: it reduces unsolicited deal flow from intermediaries, preserves discretion in bilateral negotiations, and protects family members from public scrutiny. Many families that generated wealth through private operating businesses prefer to extend that same privacy ethos to their investment activities.
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