Peter Dag & Associates

PETER DAG & ASSOCIATES, INC. is an SEC-registered investment adviser. The firm manages approximately $1 million in regulatory assets. It has 1 employee and 1...

Peter Dag & Associates

PETER DAG & ASSOCIATES, INC. is an SEC-registered investment adviser. The firm manages approximately $1 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Principals

Peter Dag

Founder

Who runs investment decisions at Peter Dag & Associates?

Peter Dag, the founder and namesake, is the principal investment decision-maker. He is also the editor of the Peter Dag Portfolio Strategy and Management newsletter, which outlines his macroeconomic forecasts.

Is Peter Dag & Associates a family office?

No. Peter Dag & Associates is a registered investment advisor (RIA), not a family office. It manages assets on behalf of individual and institutional clients, not a single family.

How does Peter Dag & Associates source investment ideas?

The firm relies heavily on Peter Dag's own macroeconomic research and market forecasting. Investment decisions are driven by top-down economic analysis rather than proprietary deal flow or venture capital sourcing.

Does Peter Dag & Associates participate in fund commitments or direct deals?

The firm primarily invests in publicly traded securities and fixed income instruments. There is no public indication that it participates in private fund commitments or direct private equity deals.

Where does the underlying wealth managed by Peter Dag & Associates come from?

The firm's assets are managed on behalf of advisory clients whose wealth origins are not publicly tracked or disclosed by the firm.

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