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| D&A Advisors LLC
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|---|---|
| CRD # | 307227 |
| SEC # | 801-135874 |
| CIK # | |
| AUM | 127.1 M (2026-06-03) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 775-284-2552 |
| Address | 5255 Longley Lane Reno, NV 89511-5200 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Minden RV & Boat Storage LLC | [2026-03-17] | 2.7 M | 12.1 M |
| Offered $22,000,000 · Filed 2024-03-06 (D) · Exemption 506(b) · Minimum $100,000 · Remaining $19,325,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | South Meadows RV & Boat Storage LLC | [2026-03-17] | 7.8 M | 20.5 M |
| Offered $8,000,000 · Filed 2021-08-25 (D) · Exemption 506(b) · Minimum $75,000 · Remaining $249,844 · Duration One year or less · Revenue $5,000,001 - $25,000,000 | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 31.6 |
| (b) Individuals (high net worth individuals) | 45 | 91.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 264 | 127.1 |
| By Discretionary | ||
| Discretionary | 264 | 127.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 264 | 127.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.1 | |
| Total | 264 | 127.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Daniel Carter | Executive Officer | 23 | 2 | |
| Anthony Ozuna | Executive Officer | 3 | 2 | |
| Dan Carter | Executive Officer | 2 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Fund Types | Real Estate |
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