Dara Capital Us, Inc. is a large advisory firm based in New York. It manages $182.46 million of regulatory assets for 61 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, Arkansas, California, and 21 other states.
Dara Capital Us provides portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dara Capital Us, Inc. is $182.46 million. $5.74 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Dara Capital Us, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Kurt Jurg Moosmann is high net worth individuals with 38 clients and $171.13 million of assets under management. Among the 8 most similar advisory firms, Dara Capital Us has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $182.46 million for 61 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 3% of the firm’s clients are foreign persons or businesses.
Dara Capital Us doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Kurt Jurg Moosmann has been acting as President since 1 Feb 2009. Suzanne Wuersch joined the executive team most recently as the Chief Operating Officer.
The principal office where Dara Capital Us, Inc. performs its advisory services is located at 30 West 63 Rd St, New York, NY 10023 7173, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 877-359-8740 or by fax 646-779-9758. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at daracapital.net.