Dreamtree Capital LLC is a mid-sized advisory firm based in New York. It manages $31.5 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of New Jersey and New York.
Dreamtree Capital provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. 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 Dreamtree Capital LLC is $31.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dreamtree Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Hee Jung Chang has served as the Chief Investment Officer since 1 Mar 2012. Young C Choe joined the executive team most recently as the Managing Member/Chief Compliance Officer.
The principal office where Dreamtree Capital LLC performs its advisory services is located at 60 E 42 Nd Street, New York, NY 10165, 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 212-682-4600. The normal business hours are 8:00am - 5:00 pm on Monday - Friday.