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- Custodian
- Interactive Brokers ยท SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-09-2020
- Office Locations
- 2
Office Locations
About 9D Capital LLC
9D Capital is an independent, fiduciary RIA providing bespoke wealth and asset management for select individuals, families, and institutions. The firm builds globally diversified multi-asset portfolios with ongoing performance monitoring, tax-efficient implementation, and downside-aware risk management, and also delivers family office coordination, tax and estate/legacy planning, and executive equity-compensation guidance. Offers access to private markets; client assets are custodied at SEI Private Trust Company.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
SAM HICHAM ALAOUI
Managing Member
- CRD
- #4640450
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Nazariy Blagyy
--
- CRD
- #7375411
LAURALEE W. DONNELLY
--
- CRD
- #5396217
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,617,492 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,617,492 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,617,492
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,539,348,728 | 100.0% |
| Total | $1,539,348,728 | 100.0% |