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Digital Asset Investment Company LLC
Bryan Courchesne launched Digital Asset Investment Company LLC (DAiM) to serve as a dedicated digital-asset RIA for families and individuals.
Digital Asset Investment Company LLC
Bryan Courchesne launched Digital Asset Investment Company LLC (DAiM) to serve as a dedicated digital-asset RIA for families and individuals. The firm is headquartered in Palm Beach and maintains offices in San Francisco, Palo Alto, New York, Boston, and London. Courchesne previously traded options on the NYSE floor and later ran a broker-dealer's equity derivative sales desk, holding Series 4, 7, 24, 55, 63, and 65 licenses. DAiM offers direct digital asset portfolios spanning Bitcoin, Ether, Solana, and XRP, plus specialized crypto IRA and 401(k) wrappers. The firm targets families and high-net-worth individuals, accepting new clients on a referral or prequalification basis. Its service mix combines crypto advisory, financial planning, and retirement account structuring — a narrower range than multi-asset family offices, but tailored to a specific asset class. The firm was voted 2025 Top Crypto Financial Advisor for US Investors by Robo-Advisorfinder.com, Best Advisor For A Crypto IRA by UseTheBitcoin.com, and Top Crypto Asset Management Company by Influencer Marketing Hub. The leadership team includes Mike Soroudi, CFA, CFP® (oversees investment operations, former RIA executive in Newport Beach), Drew DeFalle (20 years in business development and program management, focus on corporate treasury and risk management), and Mark Hall (former GTM leader at Sequoia Capital and Google). The firm has not publicly disclosed AUM, total deployment, or the specific wealth origin of its client base. It claims US-based build and operation. DAiM operates as an SEC-registered RIA with a narrow digital-asset mandate — a structural choice that distinguishes it from diversified family offices. The firm's reliance on referral-only client acquisition and its three industry rankings in 2025 suggest a boutique, marketing-light posture. Succession and governance details beyond Courchesne's founding role are not publicly available.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
Europe
Country
United States
City
Palm Beach
Corporate office
Palm Beach, FL, United States
Additional offices
San Francisco, CA · Palo Alto, CA · New York, NY · Boston, MA · London, United Kingdom
Principals
Bryan Courchesne
Founder
Mike Soroudi, CFA, CFP®
Leadership Team
Drew DeFalle
Leadership Team
Mark Hall
Leadership Team
Sector focus
Frequently asked questions
Who runs investment decisions at DAiM?
Bryan Courchesne, founder of Palm Beach-based DAiM, leads investment strategy. He previously traded options on the NYSE floor and managed a broker-dealer's equity derivative sales desk. Mike Soroudi, CFA, CFP® oversees investment operations and strategy, drawing on a decade of accounting and finance experience. (per firm website)
Is DAiM structured as a single family office or does it operate more like a wealth management firm?
DAiM presents itself as a crypto-focused RIA rather than a traditional family office. It offers crypto advisory, financial planning, and crypto IRA/401(k) services to families and high-net-worth individuals. New clients are accepted only on a referral or prequalification basis. (per firm website)
What digital assets does DAiM manage portfolios for?
DAiM manages portfolios in Bitcoin, Ether, Solana, and XRP. The firm also provides custom crypto IRA and 401(k) wrappers for these assets. It is an SEC-registered RIA for digital asset portfolios. (per firm website)
Does DAiM participate in fund commitments or only direct investments into digital assets?
DAiM's service model centers on direct digital asset portfolios and retirement account structures (crypto IRA, crypto 401(k)). There is no public evidence that it commits capital to external funds or acts as a limited partner. The firm positions itself as a wealth advisor and custodian for digital assets, not a fund investor. (per firm website)
How does DAiM source proprietary deal flow?
DAiM does not disclose a proprietary deal flow mechanism. The firm appears to operate as a client-facing RIA — acquiring clients via referrals or prequalification — rather than sourcing deals or co-investments. Its leadership team includes a former Sequoia Capital GTM leader (Mark Hall), but this relationship is not described as feeding deal access. (per firm website)
Where does the underlying wealth managed by DAiM come from?
DAiM does not publicly disclose the wealth origin or family name behind its client base. The firm's website identifies itself as a crypto RIA for families and individuals, but no specific family or wealth source is named. This is consistent with its posture as a service provider rather than a captively funded single-family office. (per firm website)
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