Tate Asset Management and DCO Wealth Management

TATE ASSET MANAGEMENT and DCO Wealth Management is an SEC-registered investment adviser in RANCHO SANTA FE, CA, registered since 2017. The firm manages $393...

Tate Asset Management and DCO Wealth Management

TATE ASSET MANAGEMENT and DCO Wealth Management is an SEC-registered investment adviser in RANCHO SANTA FE, CA, registered since 2017. The firm manages $393 million in assets, with $387 million on a discretionary basis. It has 5 employees and 4 investment advisers.

General information

Firm type

Multi Family Office

Who runs investment decisions at Tate Asset Management?

No named principals or investment decision-makers are publicly listed for Tate Asset Management. The firm does not disclose its leadership in public filings or on its website.

Does DCO Wealth Management operate as a single-family or multi-family office?

Public records do not clearly define DCO Wealth Management's structure. It is commonly categorized as a wealth management firm that may serve multiple families, but no definitive source confirms this.

What is the relationship between Tate Asset Management and DCO Wealth Management?

The two firms share a common name and appear to be related or co-branded entities. However, no official statement or document details their operational or ownership relationship.

What investment stages or asset classes does Tate Asset Management target?

Tate Asset Management does not publicly disclose its target investment stages or asset classes. No official filings or press releases specify its investment focus.

Is DCO Wealth Management a registered investment advisor?

DCO Wealth Management is listed in some industry databases as a wealth management firm, but its registration status with the SEC or state regulators is not confirmed through publicly available records.

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