# Peter Dag & Associates

Peter Dag & Associates is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 119762
- **SEC file number:** 801-64142
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/119762

## About

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.

## People

- Peter Dag — Founder

## Questions

### 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.

### 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.

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- [Willis Johnson Wealth](https://altss.com/profile/willis-johnson-wealth)

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Last updated: 2026-06-03T20:00:00.000Z

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