Updated:
Dauntless Advisory
Dauntless Advisory operates as a registered investment adviser registered with the SEC, serving as a multi-family office for wealthy families in the New...
Dauntless Advisory
Dauntless Advisory operates as a registered investment adviser registered with the SEC, serving as a multi-family office for wealthy families in the New York area. The firm was established by former partners from major private banks and wealth management firms who sought to create an independent, fiduciary-only structure. The founding team's background includes experience at UBS, Goldman Sachs, and other institutions. Investment strategy at Dauntless is bespoke: the firm builds separately managed accounts using a mix of public equities, fixed income, alternative assets including private equity and hedge funds, and cash. Portfolios are designed around each family's specific risk tolerance, liquidity needs, and long-term goals. The firm emphasizes tax-efficient investing and intergenerational wealth transfer. Dauntless Advisory maintains a lean team of advisors and support staff, with no public disclosure of total professionals or assets under management. The firm operates out of a single office in New York City. There is no known recent operational event or expansion in public records. Structurally, Dauntless differs from a traditional private bank by operating purely as a fiduciary, without proprietary products or sales commissions. The firm's independence allows it to recommend funds and managers across the market, including small boutique firms inaccessible to larger institutions. This model aligns advisor and client interests but limits scalability.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
Who founded Dauntless Advisory?
Dauntless Advisory was founded by a team of wealth managers who previously held senior roles at institutions including UBS and Goldman Sachs. The firm was built to provide conflict-free, fiduciary advice without the sales pressures of larger banks.
Is Dauntless Advisory a single-family office?
No, Dauntless Advisory is structured as a multi-family office and registered investment adviser (RIA). It serves multiple high-net-worth families, but the total number of family clients is undisclosed.
What services does Dauntless Advisory provide?
Dauntless Advisory offers investment management, portfolio construction, tax planning, estate planning, and generational wealth transfer advice. The firm does not sell proprietary products; it recommends third-party managers and funds across asset classes.
How does Dauntless Advisory charge for its services?
As a fee-only RIA, Dauntless Advisory charges a percentage of assets under management (AUM). The exact fee schedule is not publicly disclosed but is typical for multi-family office advisory services.
What investment asset classes does Dauntless Advisory use?
The firm builds diversified portfolios using public equities, fixed income, private equity, hedge funds, real estate, cash, and other alternative investments. Allocations are customized per client.
Does Dauntless Advisory make direct private investments?
Dauntless Advisory may facilitate direct co-investments or private placements for clients through its network, but the firm primarily acts as an advisor recommending third-party funds rather than deploying proprietary capital.
How is Dauntless Advisory different from a private bank?
Unlike a private bank which may offer proprietary investment products and have conflicts of interest, Dauntless Advisory operates as an independent fiduciary. The firm has no sales quotas and does not earn commissions from product recommendations.
Profile maintained by Altss 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:
Prefer a guided tour?
We’ll walk you through: