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| Dash Acquisitions Inc
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| CRD # | 135281 |
| SEC # | 801-113360 |
| CIK # | 0001745885 |
| AUM | 681.6 M (2026-03-25) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-549-3227 |
| Address | 21600 Oxnard Street Woodland Hills, CA 91367 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/25/2026) [Brochure] |
|---|
ITEM 5 - FEES AND COMPENSATION
Investment Management Fees
Dash charges an advisory fee for investment management, supervision, and account-maintenance services. Financial planning
is typically included in investment management fees. Fees are calculated on all assets including cash and cash equivalents
unless otherwise agreed.
Fee Schedule
Account Value Annual Fee Rate
First $1 Million 1.25%
Next $4 Million 1.15%
Over $5 Million 1.00%
Dash targets accounts of at least $1,000,000 in investable assets but may accept smaller accounts at its discretion. A minimum
annual fee of $12,500 applies. Dash may negotiate a flat annual rate. Advisory fees are negotiable based on the type of client,
services requested, complexity of the client’s situation, and other relevant factors. Dash’s fees may be higher or lower than
those charged by other investment advisers for similar services.
Fees are paid quarterly in arrears on the last business day of each calendar quarter at one-quarter of the annual rate, based
on closing market value. Contributions and distributions are pro-rated. Fees begin on the date the Investment Management
Agreement is signed. Related accounts may be aggregated (“householded”) for fee purposes, potentially resulting in lower
fees.
The qualified custodian deducts fees directly from client accounts pursuant to written client authorization, and delivers
quarterly account statements showing all deductions including advisory fees.
Either party may terminate the Agreement upon 30 days’ written notice. Upon delivery of a termination notice, the client
may immediately revoke Dash’s discretionary authority. Fees are pro-rated through the termination date.
Estate Planning Fees
Dash does not charge a separate fee for facilitating access to estate planning services as such access is included within Dash’s
standard advisory fee. Dash does not receive compensation from any third party platforms helping to provide estate planning
services.
Financial Planning Fees
Dash includes financial planning services as part of its standard advisory fee.
Tax Preparation and Filing Services
Clients with $1,500,000 or more in AUM with Dash are eligible for tax preparation and filing services through an unaffiliated
third-party CPA at no additional charge. Dash does not receive compensation from the CPA. Any services outside the scope
of what Dash facilitates may be subject to direct fees from the CPA, of which clients will be informed in advance. Dash reserves
the right to modify eligibility requirements upon reasonable notice.
Dash Investments | ADV 2A Brochure
3.2026
Additional Fees and Expenses
In addition to the advisory fees paid to Dash, clients may also incur charges from third parties. These include transaction fees,
custodial fees, and internal fund expenses (e.g., management fees, 12b-1 fees, and operating costs) as disclosed in a fund's
prospectus.
While Dash does not typically purchase mutual funds for client portfolios, we may manage existing mutual fund positions at
a client's specific instruction. In these instances, Dash seeks to hold the lowest-cost share class available to the client. Neither
Dash nor its supervised persons accept commissions for selling securities, and Dash does not share in any third-party fees or
expenses. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/25/2026) [Brochure] |
|---|
ITEM 7 - TYPES OF CLIENTS
Dash provides investment advice to individuals, high net worth individuals, estates, and trusts. The minimum initial account
value is $1,000,000. Exceptions may be made at Dash’s discretion. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 52.1 | ||
| Amazon Com Inc | 44.1 | ||
| Facebook Inc | 41.3 | ||
| Microsoft Corp | 35.5 | ||
| Philip Morris International Inc | 32.9 | ||
| Mastercard Inc | 25.8 | ||
| Visa Inc | 25.8 | ||
| Salesforce Com Inc | 16.7 | ||
| Shopify Inc | 16.3 | ||
| Thermo Fisher Scientific Inc | 15.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 30.5 |
| (b) Individuals (high net worth individuals) | 340 | 650.4 |
| (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 | 1 | 0.7 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,295 | 681.6 |
| By Discretionary | ||
| Discretionary | 1,295 | 681.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,295 | 681.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 681.6 | |
| Total | 1,295 | 681.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001745885] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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