$34.5M Total AUM
$34.5M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
3 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-25-2023
- Office Locations
- 1
Office Locations
-- Norwell MA
About Dhyan Capital Management
Dhyan Capital Management is a Massachusetts RIA providing holistic financial planning and personalized investment management for retail clients, including entrepreneurs. The firm builds disciplined, long-term portfolios tailored to goals, risk tolerance, and time horizon, using diversified strategies and proactive risk management. Custodies through Fidelity/NFS, with a strong ETF orientation.
Team overview
-- AVG AGE
$34.5M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
D
Daniel Singh
Chief Executive Officer, Managing Member
- CRD
- #6655227
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,510,345 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,510,345 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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