The DCS INVESTMENT ADVISORY SERVICES GROUP is a privately held investment adviser that advises $11.39Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. DCS INVESTMENT ADVISORY SERVICES GROUP 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 4,681.48% over the last 4-years.
The Group has been registered with the SEC for 5.2 years and is comprised of 21 filing and 0 relying advisers. They operate out of 33 office locations with their Headquarters at 555 MONTGOMERY ST. STE 1250, SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 212 employees comprised of 99 investment and 113 non-investment staff. The total number of Employees increased by 1,530.77% over the last 5-years.
Their $11.39Bn in assets advised are owned by 8 private funds, 0 public funds and BDCs and 114 other accounts. Assets of High Net Worth Individuals clients own $9.05Bn or 79.46% of Total Assets and Individuals own $1.94Bn or 17.06% of Total Assets.
The Group's top investment strategies include Early Stage and Multi Strat, representing 93.89% and 6.11% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 3 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 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.
DCS INVESTMENT ADVISORY SERVICES GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.