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Dreyfuss Capital Management LLC

Dreyfuss Capital Management LLC. CRD 309769

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CRD: 309769

Dreyfuss Capital Management LLC

Jackson, WY, 83001
7204425056
www.dreyfusswm.com
$47.9M Total AUM
$47.9M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Citibank · Jackson National Life
Clients
Retail and Institutional
Platforms
Glacier matrixMatrix +more
Established Date
07-15-2020
Office Locations
1

Office Locations

680 S Cache ST Suite 100-12679 Jackson WY

About Dreyfuss Capital Management LLC

Dreyfuss Capital Management advises individuals and business owners with a planning-led, risk-number-based process covering goal/risk analysis, financial profiling, retirement income planning, and bespoke portfolio construction. Investment work emphasizes in-house equity research and security selection, with real estate considered alongside traditional allocations. Also provides trust/estate and wealth management and can implement a sustainable ESG/impact mandate.

Team overview

-- AVG AGE
$47.9M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Glacier oak Peak Optima timber Legacy ember Atlas

Client Personas

Value Focus

CRM

Quantum momentum

Custodian

Matrix Zenith Oak Alpha Vital Fusion Unison Matrix harbor Beacon

Investment Themes

Fusion Vital focus Alpha quantum Zenith pathway Timber quantum Ridge

Investment Vehicles

Vertex

Services

Peak Crest Value atlas Vertex Quantum Delta catalyst Wave Oak Focus timber Value peak

Technology

Unison harbor Vital matrix Meridian prime

Owner & Executives

NOAH SAMUEL DREYFUSS

NOAH SAMUEL DREYFUSS

Chief Compliance Officer, Investment Advisor, Managing Member

CRD
#6080602
Ownership
75% or more
(987) 259-8868
ember.meridian@foundationcapital.com
in linkedin.com/in/glacier-eagle

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $47,925,630 --
Non-Discretionary $0 --
Total $47,925,630 --

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Separately Managed Accounts

Total SMA Asset: $47,925,630

$47.9M Total SMA
Equity - Exchange:
30.7%
Public Funds:
9.4%
Corporate - Investment Grade:
16.9%
U.S. Government/Agency:
15.8%
Cash:
6.1%
Derivatives:
11.8%
Municipal Bonds:
9.3%
Asset class Assets Assets %
Equity - Exchange $1,419,043,469 30.7%
Public Funds $434,495,395 9.4%
Corporate - Investment Grade $781,167,252 16.9%
U.S. Government/Agency $730,322,046 15.8%
Cash $281,959,777 6.1%
Derivatives $545,430,389 11.8%
Municipal Bonds $429,873,103 9.3%
Total $4,622,291,431 100.0%

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