Dash Acquisitions Inc

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Dash Acquisitions Inc
CRD #135281
SEC #801-113360
CIK #0001745885
AUM 681.6 M (2026-03-25)
Employees 9 (78% Investors, 0% Brokers)
Fees
Minimum
Phone800-549-3227
Address21600 Oxnard Street
Woodland Hills, CA 91367
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
70056042028014002010201520212027
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 ($M)
60048036024012002021202320252027
AUM Breakdown Accounts AUM ($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
ServesRetail
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