$50.0M Total AUM
$50.0M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
18 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2008
- Office Locations
- 1
Office Locations
-- RED Hook NY
About DV Capital Management, LLC
DV Capital Management, LLC is a Red Hook, NY RIA providing customized, discretionary asset management for private and institutional portfolios, serving individuals and families as well as trusts, pensions, endowments and nonprofit-related funds. Portfolios are built primarily with ETFs and mutual funds. Operates as a fiduciary and does not broker trades or take commissions.
Team overview
-- AVG AGE
$50.0M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
18.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
18yrs Firm Age
Insights
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Investment Vehicles
Fusion
Services
Prime atlas Crest
Owner & Executives
J
JOSEPH ANTHONY DEL VECCHIO
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
(805) 883-9912
element.pathway@peakcapital.com
in linkedin.com/in/peak-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,000,000 | $2,272,727 |
| Non-Discretionary | $0 | -- |
| Total | $50,000,000 | $2,272,727 |
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Separately Managed Accounts
Total SMA Asset: $50,000,000
Equity - Exchange:
33.5% Cash:
8.9% Municipal Bonds:
24.9% Corporate - Investment Grade:
32.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $124,346,553 | 33.5% |
| Cash | $33,035,353 | 8.9% |
| Municipal Bonds | $92,424,751 | 24.9% |
| Corporate - Investment Grade | $121,377,082 | 32.7% |
| Total | $371,183,739 | 100.0% |