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| Dartmouth Capital Advisors Inc
✚
| |
|---|---|
| CRD # | 105933 |
| SEC # | 801-49300 |
| CIK # | |
| AUM | $142.5 MM (2024-01-04) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 724-934-5065 |
| Address | 750 Stonegate Drive Wexford, PA 15090 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 16 | 119.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 15.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 7.5 |
| (n) Other | 0 | 0.0 |
| Total | 28 | 142.5 |
| By Discretionary | ||
| Discretionary | 28 | 142.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 28 | 142.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.5 | |
| Total | 28 | 142.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
JMS Capital Group Wealth Services LLC
✚
|
PA | 0.1 |
|
Proactive Capital Management Inc
✚
|
KS | 0.1 |
|
Rockport Wealth LLC
✚
|
OH | 0.1 |
|
Signet Private Wealth LLC
✚
|
IL | 0.1 |
|
Caitlin John LLC
✚
|
MI | 0.1 |
|
Sound Financial LLC
✚
|
WA | 0.1 |
|
Atlantis Wealth Advisors LLC
✚
|
OH | 0.1 |
|
Oak Financial Group Inc
✚
|
CT | 0.1 |
|
Livelsberger Lynn Louis
✚
|
OH | 0.1 |
|
Revolution Capital LLC
✚
|
NE | 0.1 |