The DAYMARK WEALTH PARTNERS is a privately held investment adviser that advises $5.04Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. DAYMARK WEALTH PARTNERS 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 676.47% over the last 4-years.
The Group has been registered with the SEC for 4.25 years and is comprised of 1 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 9675 MONTGOMERY ROAD STE 201, CINCINNATI, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 40 employees comprised of 21 investment and 19 non-investment staff. The total number of Employees increased by 400% over the last 4-years.
Their $5.04Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 47 other accounts. Assets of High Net Worth Individuals clients own $4.12Bn or 81.66% of Total Assets and Individuals own $654.04mn or 12.97% of Total Assets.
The Group's top investment strategies include Multi Strat, representing nan% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
DAYMARK WEALTH PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.