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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-18-2023
- Office Locations
- 2
Office Locations
About Dyad Capital LLC
Dyad Capital is an independent OCIO and advisory firm serving mission-driven institutions—nonprofits, foundations, endowments, tribal entities, and select families. The team acts as an outsourced investment office, providing mission-aligned fiduciary guidance, customized portfolio management, and long-term strategic planning, with board/committee governance support, philanthropy & grantmaking advisory, and risk oversight. Custody access includes Charles Schwab.
Team overview
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Client Personas
Services
Owner & Executives
QUINN H KAHN
Managing Partner
- CRD
- #6889287
- Ownership
- 50% but less than 75%
RYAN F KAHN
Chief Compliance Officer, Managing Partner
- CRD
- #6909392
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,301,655 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,301,655 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,301,655
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,042,783,406 | 53.0% |
| Cash | $3,585,109,812 | 47.0% |
| Total | $7,627,893,218 | 100.0% |