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| DSG Capital Advisors LLC
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|---|---|
| CRD # | 332056 |
| SEC # | 801-130879 |
| CIK # | 0002060765 |
| AUM | 780.3 M (2026-03-25) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 612-515-9900 |
| Address | 7760 France Avenue South Edina, MN 55435 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002060765 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 44.4 | ||
| Broadcom Inc | 33.0 | ||
| Lilly Eli & Co | 31.2 | ||
| Alphabet Inc | 31.1 | ||
| Microsoft Corp | 30.2 | ||
| Nvidia Corp | 21.0 | ||
| J P Morgan Chase & Co | 21.0 | ||
| Goldman Sachs Group Inc | 19.5 | ||
| SPDR Gold Trust | 19.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 17.9 | ||
| UnitedHealth Group Inc | 17.0 | ||
| iShares Comex Gold Trust | 12.5 | ||
| Visa Inc | 12.3 | ||
| Amazon Com Inc | 11.5 | ||
| Target Corp | 11.4 | ||
| Citigroup Inc | 11.2 | ||
| Facebook Inc | 10.8 | ||
| Quanta Services Inc | 9.7 | ||
| Costco Wholesale Corp /NEW | 9.6 | ||
| AbbVie Inc | 9.2 | ||
| Wal Mart Stores Inc | 8.7 | ||
| Autozone Inc | 8.5 | ||
| Alcoa Inc | 8.0 | ||
| Netflix Inc | 7.1 | ||
| TJX Companies Inc /DE/ | 6.7 | ||
| Lam Research Corp | 6.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 20.3 |
| (b) Individuals (high net worth individuals) | 63 | 702.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 57.0 |
| (i) State or municipal government entities | 0 | 0.8 |
| (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 | 510 | 780.3 |
| By Discretionary | ||
| Discretionary | 503 | 763.2 |
| Non-Discretionary | 7 | 17.1 |
| Total | 510 | 780.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 780.3 | |
| Total | 510 | 780.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002060765] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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