DGS Capital Management

DGS Capital Management

DGS Capital Management was founded in 2016 and operates from Jersey City, New Jersey. The firm was purpose-built to give independent registered investment advisors direct access to quantitative equity strategies typically reserved for institutional investors. Its sole stated principal is CIO Sarah Mathew, who presents herself as the direct point of contact for advisors evaluating the platform. The firm deploys capital through a suite of separately managed accounts spanning three strategy types: long-only custom SMAs, long-short tax-aware strategies, and options overlays. DGS targets specific advisor pain points — concentrated stock positions, portfolios with large unrealized capital gains, and legacy holdings that require tax-efficient transitions. Its website emphasizes direct access, portfolio transparency, and tax-aware reporting. No specific portfolio holdings, historical returns, or strategy AUM are disclosed publicly. DGS reports that over 90% of its business is driven by advisor referrals rather than direct solicitation or intermediary platforms, suggesting a small but entrenched user base among RIAs. The firm has not publicly disclosed its total assets under management, number of employees, or additional office locations. No philanthropic vehicles, club memberships, or adjacent operating businesses were identified for the firm or its named principal. No dated operational event from the last 24 months, such as a new product launch or personnel change, could be confirmed from available sources. DGS's structural differentiator is its direct-to-RIA distribution model in the SMA market, stripping out the traditional platform layer that intermediaries and TAMPs normally insert. The firm positions itself not as a fund manager but as a customizable strategy provider, with CIO Sarah Mathew making herself directly available for consultation — an access model that contrasts with the wholesaler-dependent distribution common among larger SMA providers.