$329.6M Total AUM
$66.7M Disc. AUM
15.3% 3Y CAGR
1 Employees
285 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-08-2019
- Office Locations
- 1
Office Locations
3875 Bohannon Drive #4194 Menlo Park CA
About DAI Advisors
DAI Advisors is a Menlo Park-based RIA. The firm has been operating for 7 years. Managing $329.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Insurance, Life Insurance.
Team overview
59 AVG AGE
$329.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Momentum Pathway Crest focus Harbor Unison legacy Beacon delta Matrix momentum Glacier unison Eagle
Client Personas
Vital vertex
Investment Themes
Meridian insight Signal Delta
Investment Vehicles
Bridge
Services
Radial unison Unison Pathway summit Pathway pioneer Bridge pathway Eagle focus
Owner & Executives
G
Guangming George Dai
Chief Compliance Officer
- CRD
- #7059603
- Ownership
- 75% or more
(417) 417-6247
fusion.unison@crestcapital.com
in linkedin.com/in/vector-pathway
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,684,098 | $854,924 |
| Non-Discretionary | $262,956,323 | $476,370 |
| Total | $329,640,421 | $523,239 |
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Separately Managed Accounts
Total SMA Asset: $329,640,421
Private Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $4,300,499,314 | 100.0% |
| Total | $4,300,499,314 | 100.0% |