This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Merrill Lynch
- Clients
- Retail
- Platforms
- Ember
- Established Date
- 06-24-2011
- Office Locations
- 1
Office Locations
About Dragus Capital, LLC
Dragus Capital is a SEC-registered RIA and multi-family office (founded 2011) providing centralized wealth management, asset management, estate planning, and advisory services for families, individuals, and companies. The firm emphasizes transparent, independent planning and portfolio construction, with a fixed-income oriented allocation (notably investment-grade corporates and U.S. government/agency bonds). Differentiator: deep private banking experience supporting clients across countries and residency situations.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANTONIO POLEGRE
--
- CRD
- --
- Ownership
- 25% but less than 50%
JORGE SANCHEZ
Director of Finance
- CRD
- --
- Ownership
- 25% but less than 50%
Alpha delta
Momentum legacy optima
- CRD
- #44357
- Ownership
- 34.4%
Showing 2 of 5 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $198,677,932 | $1,910,365 |
| Non-Discretionary | $27,264,522 | $6,816,131 |
| Total | $225,942,454 | $2,092,060 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $225,942,454
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $182,243,072 | 9.2% |
| Public Funds | $309,020,861 | 15.6% |
| Corporate - Non-Investment Grade | $281,288,219 | 14.2% |
| U.S. Government/Agency | $309,020,861 | 15.6% |
| Equity - Exchange | $221,861,131 | 11.2% |
| Other | $352,600,726 | 17.8% |
| Cash | $245,631,966 | 12.4% |
| Sovereign Bonds | $79,236,117 | 4.0% |
| Total | $1,980,902,953 | 100.0% |