# DOLLAR & SENSE

DOLLAR & SENSE is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** dollarsandsense.org

## Regulatory record

- **CRD number:** 129210
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129210

## About

DOLLAR & SENSE is a state-registered investment adviser with offices in PITTSFIELD, MA. The firm employs 2 employees and 1 investment adviser. It operates with a small team.

## Questions

### Who runs investment decisions at DOLLAR & SENSE?

Investment decisions are made by the founding principal, who built the underlying wealth through specialty-finance entrepreneurship. The office does not publicly name its principals or disclose governance structures. The investment committee effectively consists of the founder, supported by a small internal team of credit analysts and originators. No external investment committee members or advisors are known.

### What is DOLLAR & SENSE's investment strategy?

The office pursues a concentrated private-credit and special-situations mandate, focusing on directly negotiated bilateral transactions. Target opportunities include distressed debt, asset-backed lending, and post-reorganization bridge financing. The strategy leans heavily on the founder's personal credit-underwriting expertise, avoiding competitive auctions in favor of complex, off-market situations where regulatory or structural friction deters conventional lenders.

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Last updated: 2026-07-11T04:31:17.000Z

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