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| Dash Acquisitions Inc
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|
|---|---|
| CRD # | 135281 |
| SEC # | 801-113360 |
| CIK # | 0001745885 |
| AUM | $501.2 MM (2024-07-03) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 800-549-3227 |
| Address | 21600 Oxnard Street Woodland Hills, CA 91367 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 35.5 | |
| AMZN | 1,092,997.8 | 29.8 | |
| GOOG | 1,482,566.4 | 27.3 | |
| META | 434,852.0 | 26.8 | |
| PM | 158,793.3 | 21.3 | |
| V | 419,260.5 | 19.3 | |
| MA | 309,583.1 | 18.8 | |
| DHR | 183,136.1 | 17.1 | |
| TMO | 209,733.6 | 16.4 | |
| SAP | 112,614.4 | 15.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 25.5 |
| (b) Individuals (high net worth individuals) | 297 | 475.7 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,074 | 501.2 |
| By Discretionary | ||
| Discretionary | 1,074 | 501.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,074 | 501.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 501.2 | |
| Total | 1,074 | 501.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001745885] |
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|---|---|---|
|
TCFG Investment Advisors LLC
✚
|
CA | 0.5 |
|
Raab & Moskowitz Asset Management LLC
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|
NJ | 0.5 |
|
Neumann Capital Management LLC
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CA | 0.5 |
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ACT Two Investors LLC
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CA | 0.5 |
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West Advisors Incorporated
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IN | 0.5 |
|
Capitalia Suisse
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|
0.5 | |
|
VSM Wealth Advisory LLC
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|
MD | 0.5 |
|
John A Wolfe & Associates Inc
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|
MI | 0.5 |
|
HZ Investments Inc
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MD | 0.5 |
|
Oak Family Advisors LLC
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|
IL | 0.5 |