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| DSG Capital Advisors LLC
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| CRD # | 332056 |
| SEC # | 801-130879 |
| CIK # | 0002060765 |
| AUM | $683.8 M (2025-06-12) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 612-515-9900 |
| Address | 7760 France Avenue South Edina, MN 55435 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002060765 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 39.1 | ||
| Apple Inc | 36.8 | ||
| Broadcom Inc | 29.5 | ||
| Lilly Eli & Co | 23.7 | ||
| SPDR Gold Trust | 21.6 | ||
| J P Morgan Chase & Co | 19.9 | ||
| UnitedHealth Group Inc | 19.6 | ||
| Alphabet Inc | 18.4 | ||
| Nvidia Corp | 18.1 | ||
| Target Corp | 15.9 | ||
| Goldman Sachs Group Inc | 15.3 | ||
| US Bancorp de | 14.4 | ||
| Facebook Inc | 13.2 | ||
| VISA Inc | 12.6 | ||
| Amazon Com Inc | 10.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 10.2 | ||
| iShares Comex Gold Trust | 10.2 | ||
| Autozone Inc | 9.4 | ||
| Netflix Inc | 8.9 | ||
| Costco Wholesale Corp /NEW | 8.6 | ||
| Wal Mart Stores Inc | 6.0 | ||
| Quanta Services Inc | 5.9 | ||
| Procter & Gamble Co | 5.8 | ||
| Ingersoll-Rand PLC | 5.6 | ||
| Alcoa Inc | 5.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 22.9 |
| (b) Individuals (high net worth individuals) | 49 | 610.1 |
| (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 | 50.8 |
| (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 | 493 | 683.8 |
| By Discretionary | ||
| Discretionary | 487 | 668.8 |
| Non-Discretionary | 6 | 15.0 |
| Total | 493 | 683.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 683.8 | |
| Total | 493 | 683.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002060765] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Focus LLC
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|
CA | 0.7 |
|
Verecan Capital Management Inc
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|
0.7 | |
|
Bell Investment Advisors Inc
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CA | 0.7 |
|
Bellwether Advisors LLC
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|
NE | 0.7 |
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GKB Partners LLC
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|
0.7 | |
|
Fractal Investments LLC
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|
0.7 | |
|
Lawson Kroeker Investment Management Inc
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|
NE | 0.7 |
|
Relevant Wealth Advisors LLC
✚
|
CA | 0.7 |
|
Financial Sense Advisors Inc
✚
|
CA | 0.7 |
|
Proffitt & Goodson Inc
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|
TN | 0.7 |