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| Dagco Inc
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| CRD # | 106950 |
| SEC # | 801-51066 |
| CIK # | 0001767343 |
| AUM | 628.7 M (2026-02-11) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 440-899-4000 |
| Address | 27366 Center Ridge Road Westlake, OH 44145 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001767343 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 53.3 | ||
| RXI Pharmaceuticals Corp | 18.2 | ||
| Apple Inc | 14.8 | ||
| Alphabet Inc | 8.3 | ||
| Parker Hannifin Corp | 5.9 | ||
| Microsoft Corp | 5.7 | ||
| J P Morgan Chase & Co | 5.4 | ||
| Alphabet Inc | 4.6 | ||
| Eaton Corp Ltd | 3.9 | ||
| Analog Devices Inc | 3.8 | ||
| Nvidia Corp | 3.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 272 | 81.3 |
| (b) Individuals (high net worth individuals) | 104 | 346.2 |
| (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 | 9 | 5.0 |
| (h) Charitable organizations | 7 | 18.7 |
| (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 | 71 | 177.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,173 | 628.7 |
| By Discretionary | ||
| Discretionary | 1,160 | 620.6 |
| Non-Discretionary | 13 | 8.1 |
| Total | 1,173 | 628.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 27.1 | |
| United States Persons | 601.5 | |
| Total | 1,173 | 628.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767343] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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