Single Family OfficeRIA · CRD 323069SEC-Registered

Updated:

DNA Financial

DNA FINANCIAL is an SEC-registered investment adviser in LAS VEGAS, NV. The firm manages approximately $1 million in regulatory assets. It has 2 employees and...

DNA Financial

DNA FINANCIAL is an SEC-registered investment adviser in LAS VEGAS, NV. The firm manages approximately $1 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Las Vegas

Corporate office

New York, NY, United States

Principals

David Nelkin

Founder

Sector focus

Private EquityVenture CapitalReal Estate

Frequently asked questions

Who runs investment decisions at DNA Financial?

David Nelkin, the founder, runs DNA Financial. He built and sold multiple healthcare and technology companies before turning to full-time investing.

What investment stages does DNA Financial typically target?

DNA Financial targets control-oriented direct investments in private equity, venture capital, and real estate. It also commits capital to external funds.

How does DNA Financial source proprietary deal flow?

The firm likely sources deals through David Nelkin's network from his entrepreneurial career. No specific proprietary sourcing model has been disclosed.

Is DNA Financial structured as a single family office or does it operate more like a venture firm?

DNA Financial is a single family office. It invests on behalf of the Nelkin family and is not a pooled investment vehicle.

Does DNA Financial participate in fund commitments or only direct deals?

The firm makes both direct investments and fund commitments to external private equity and venture capital funds (per public record).

Profile maintained by 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.

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