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- Custodian
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 6 clients, or 2 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 2 reported office locations and 6 years in operation. The source data was last updated on August 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full 9D Capital LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SAM HICHAM ALAOUI
Managing Member
- CRD
- #4640450
- Ownership
- 75% or more
LAURALEE W. DONNELLY
--
- CRD
- #5396217
- Ownership
- 10% but less than 25%
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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
SMA allocation detail is available
9D Capital LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.