The DYCHE WEALTH MANAGEMENT is a privately held investment adviser that advises $175.63mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. DYCHE WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 169.26% over the last 5-years.
The Group has been registered with the SEC for 3.99 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 335 N. JEFF DAVIS DRIVE, SYRACUSE, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 3 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $175.63mn in assets advised are owned by 14 private funds, 0 public funds and BDCs and 10 other accounts. Assets of High Net Worth Individuals clients own $114.39mn or 65.13% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $30.68mn or 17.47% of Total Assets.
The Group's top investment strategies include Multi Strat and Real Estate, representing 83.02% and 16.98% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 12 private funds with $30.68mn in assets.
The Group discloses fixed fees and management fees.
DYCHE WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.