Family OfficeRIA · CRD 153544SEC-Registered

Updated:

DARA Holdings

DARA Holdings is an SEC-registered investment adviser in Miami, FL, registered since 2010.

DARA Holdings

DARA Holdings is an SEC-registered investment adviser in Miami, FL, registered since 2010. The firm manages $563 million in assets, with $185 million on a discretionary basis. It has 3 employees and 2 investment advisers.

General information

Firm type

Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Miami

Corporate office

Boston, MA, United States

Additional offices

Bala Cynwyd, PA · North Branford, CT · Beverly Hills, CA

Frequently asked questions

Where does DARA Holdings' wealth originate?

The wealth origin has not been publicly disclosed. The firm's office locations in legacy wealth corridors — Boston, the Philadelphia Main Line, and Beverly Hills — suggest the capital may stem from long-held family assets, possibly in real estate or industrial holdings, but no named source or founding narrative is available in the public record.

Does DARA Holdings take outside capital?

There is no evidence DARA accepts outside capital. The firm has no website, no LinkedIn presence, and no regulatory filings that would indicate third-party fundraising. This self-imposed opacity is consistent with a single-family office structure managing proprietary capital exclusively.

What is DARA Holdings' investment strategy?

Specific investment strategy has not been disclosed. The office footprint spanning Boston, the Philadelphia suburbs, Connecticut, and Beverly Hills implies a diversified portfolio likely including direct real estate holdings, private operating companies, and possibly private equity fund commitments. No asset-class allocations or sector focuses are publicly available.

Who makes investment decisions at DARA Holdings?

No principals or investment decision-makers have been publicly identified. The firm does not maintain a website, LinkedIn company page, or any known media presence naming its leadership team. This is common among family offices that prioritize privacy and have no need to attract external talent or capital through public profiles.

Why does DARA Holdings maintain offices in four different locations?

The multi-city office structure — Boston, Bala Cynwyd, North Branford, and Beverly Hills — likely reflects a compartmentalized asset management model. Family offices with legacy real estate or operating businesses often maintain local offices near those assets. Alternatively, the locations may correspond to different family branches managing separate pools of capital under one holding entity.

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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Miami Family Office profiles