Updated:
Dental Retirement Strategies
DENTAL RETIREMENT STRATEGIES, INC. is a state-registered investment adviser. The firm manages approximately $14 million in regulatory assets.
Dental Retirement Strategies
DENTAL RETIREMENT STRATEGIES, INC. is a state-registered investment adviser. The firm manages approximately $14 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
How does the firm deploy its capital?
Allocations focus on income-producing assets adjacent to the healthcare sector, including medical and dental office buildings, practice-acquisition debt, and direct stakes in regional dental networks. The firm avoids speculative early-stage venture in favor of cash-flowing, asset-backed positions.
Does Dental Retirement Strategies accept outside capital?
It operates as a proprietary investment vehicle for a single principal, with no indication of a multi-family-office pivot or external LP fundraising. Peer firms in this niche rarely open to outside investors, preferring to maintain full control over illiquid healthcare and real estate positions.
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 registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: