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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- North ridge
- Established Date
- 06-21-2010
- Office Locations
- 1
Office Locations
About Dara Capital US, Inc.
Dara Capital provides tailored investment and wealth management for ultra-high-net-worth individuals, entrepreneurs, and family offices, with a risk-managed asset-allocation approach. The firm emphasizes alternative investments—particularly hedge funds and private equity funds—alongside more traditional exposures such as ETFs and fixed income, and also offers Swiss private banking and liquidity solutions.
Team overview
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Owner & Executives
BARTHELEMY LAURENT RENE HELG
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
ANTON JOSEF KNECHT
Chief Executive Officer, DIRECTOR, Partner
- CRD
- #5788963
- Ownership
- Less than 5%
Oak crest
Matrix element wave
- CRD
- #97645
- Ownership
- 14.0%
Showing 2 of 3 owners & executives
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Francisco Durazo
Strategic Growth Partner
- CRD
- --
Barthélemy Helg
Chief Compliance Officer
- CRD
- --
Prime vital
Value frontier
- CRD
- #93320
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,298,899 | $30,883,150 |
| Non-Discretionary | $377,826,445 | $7,265,893 |
| Total | $563,125,344 | $9,709,058 |
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Separately Managed Accounts
Total SMA Asset: $563,125,344
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $656,415,618 | 17.9% |
| Other | $557,403,206 | 15.2% |
| Corporate - Investment Grade | $553,736,080 | 15.1% |
| U.S. Government/Agency | $627,078,607 | 17.1% |
| Cash | $498,729,184 | 13.6% |
| Corporate - Non-Investment Grade | $608,742,975 | 16.6% |
| Derivatives | $165,020,686 | 4.5% |
| Total | $3,667,126,356 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA BRIDGE FUSION | QUANTUM PIONEER | 89PYM38S1 | UUSLK | 11.39% | $86,145,386 |
| EAGLE RADIAL VITAL | RIDGE MERIDIAN | ECX2T5XGX | GPW | 1.81% | $20,226,075 |
| MATRIX ZENITH | VECTOR FRONTIER | LDGO78BMF | IJR | 2.45% | $73,222,027 |
| LEGACY LEGACY ATLAS | HORIZON FOCUS | KMSTUO96I | SUQT | 10.39% | $82,875,591 |
| CREST CREST | MERIDIAN VERTEX | D4RU6MBBH | ZVYLM | 1.78% | $60,012,339 |
| PRIME ATLAS | VITAL VALUE | TEUPUSNNL | PDPSC | 9.80% | $70,987,425 |
| ALPHA CATALYST FOCUS | LEGACY TIMBER | RMY0VFRA6 | JJISD | 3.74% | $47,171,089 |
| BEACON ALPHA SIGNAL | CATALYST HORIZON | 8PLJ3FGAJ | XNCPQ | 1.58% | $63,960,017 |