# Daniel Investment Associates

Daniel Investment Associates is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 157284
- **SEC file number:** 801-77862
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/157284

## About

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.

## 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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Last updated: 2026-07-06T01:24:15.093Z

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