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⚲
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| D'Arcy Capital Management LLC
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|
|
|---|---|
| CRD # | 156264 |
| SEC # | 801-120475 |
| CIK # | |
| AUM | $159.3 MM (2024-02-22) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 858-461-4391 |
| Address | 12625 High Bluff Drive San Diego, CA 92130 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 16.6 |
| (b) Individuals (high net worth individuals) | 29 | 121.2 |
| (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 | 5.1 |
| (h) Charitable organizations | 0 | 0.9 |
| (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 | 15.5 |
| (n) Other | 0 | 0.0 |
| Total | 253 | 159.3 |
| By Discretionary | ||
| Discretionary | 253 | 159.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 253 | 159.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.3 | |
| Total | 253 | 159.3 |
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|---|---|---|
|
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|
WA | 0.2 |
|
Wisniewski Wealth Management LLC
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|
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|
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|
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|
Pinnacle Wealth Management LLC
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|
Personal Choice Financial Advisors LLC
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|
Core Financial Advisors LLC
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