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Digital Asset Investment Management
Digital Asset Investment Management launched in 2018 as an SEC-registered RIA purpose-built for families seeking to incorporate Bitcoin, Ether, Solana,...
Digital Asset Investment Management
Digital Asset Investment Management launched in 2018 as an SEC-registered RIA purpose-built for families seeking to incorporate Bitcoin, Ether, Solana, and XRP into long-term wealth structures. Bryan Courchesne, a former head of equity derivative sales at a broker-dealer, established the firm after trading options on a New York exchange floor. He was joined by Mike Soroudi, CFA, CFP, who previously oversaw investment operations at a traditional Newport Beach RIA and began researching Bitcoin in 2016 — a pairing that fused institutional risk management with a decade of crypto conviction. The firm runs actively managed digital-asset portfolios alongside traditional allocations in equities and fixed income. It constructs multi-asset strategies that can include direct crypto exposure, conventional securities, and derivatives used for risk management. DAiM also provides liquidity solutions — lending against digital holdings — and structures vehicles for crypto 401(k) plans. The practice serves high-net-worth individuals, non-profits, and institutions, with a geographic footprint anchored in Newport Beach and an East Coast office. Estate planning and tax efficiency sit at the core of its generational-wealth offering, making it one of the few fiduciary shops that configures digital assets inside family-governance frameworks. In 2025, the firm collected rankings from digital-asset publication use-the-bitcoin and Influencer Marketing Hub for crypto advisory and asset management. New client intake is currently gated behind a prequalification process, shifting the model toward referred families and founders. The leadership bench includes Drew DeFalle, whose 20-year background in business development and real estate shapes treasury and capital-preservation mandates for corporate digital-asset investors, and Mark Hall, a former Google and Sequoia Capital go-to-market lead driving partnership and revenue growth. DAiM differentiates by operating as a full-service RIA — not a software platform or a brokerage — that custodies client assets at a licensed third party on a 1:1 basis, avoiding commingling or rehypothecation. That alignment of fiduciary duty with direct custody has been its structural posture since 2018, rare in a sector where many managers bundle custody, lending, and advisory services under one roof.
General information
Firm type
Generalist
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
Newport Beach, CA, United States
Additional offices
East Coast Office · West Coast Office
Principals
Bryan Courchesne
Founder
Mike Soroudi
CFA, CFP®
Drew DeFalle
Business Development
Mark Hall
Technology GTM Leader
Sector focus
Frequently asked questions
Who runs investment decisions at DAiM?
Bryan Courchesne, the founder, carries a background as an equity derivatives sales head and options principal, and Mike Soroudi, CFA, CFP, oversees investment strategy and operations. Soroudi earned his CFA charter in 2016 and CFP certification in 2025 after six years at a traditional RIA in Newport Beach, while Courchesne holds multiple securities licenses including the Series 65.
How is DAiM structured — single family office, RIA, or crypto-native venture?
DAiM is an SEC-registered Registered Investment Adviser (RIA), not a family office or venture firm. It operates under a fiduciary standard, constructing crypto and traditional portfolios for high-net-worth individuals, families, non-profits, and institutions. The firm’s registration with the SEC mandates compliance oversight and a standard of care that distinguishes it from unregistered crypto asset managers.
Does DAiM only custody digital assets, or does it run traditional portfolios?
DAiM runs blended portfolios that combine actively managed digital-asset allocations — Bitcoin, Ether, Solana, XRP — with traditional asset classes including equities and fixed income. It also structures crypto 401(k) plans and offers lending and liquidity solutions against digital holdings, so it spans custody, discretionary management, and retirement-plan administration rather than pure custody.
Where does DAiM custody client crypto?
Client digital assets are held at a licensed third-party custodian on a 1:1 basis, meaning they are not commingled or rehypothecated. The firm emphasizes using conventional banking partners to move fiat in and out of accounts, and requires multiple forms of authentication for asset transfers. The specific custodian is not publicly named.
Is DAiM taking new clients, and how can an investor access the firm?
As of May 2025, DAiM is accepting new clients only on a referral or prequalification basis. Prospective investors must complete a prequalification form available on the firm’s website. This gated approach reflects a move toward serving referred families and founders rather than open-market retail flow.
What investment stages does DAiM target?
DAiM does not invest in venture rounds or private-company equity. It targets publicly traded digital assets — primarily Bitcoin and other large-cap cryptocurrencies — alongside conventional equities and fixed income. The firm’s investment posture is tactical portfolio management rather than early-stage token or equity investing.
Which sectors does DAiM explicitly avoid?
DAiM operates within digital assets and traditional capital markets; it does not venture into private equity, direct real estate, venture capital, or hedge fund strategies. The portfolio construction stays focused on liquid crypto tokens and tradable securities, deliberately excluding illiquid private holdings to align with its custody and liquidity framework.
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