Dragonfly Digital Management, LLC
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Overview
Dragonfly Digital Management, LLC operates as a financial advisory firm located in Oakland, California. Dragonfly Digital Management, LLC manages $1.9 billion in total assets throughout 16 client accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). The firm has an average-sized team, including 14 financial advisors. Dragonfly Digital Management, LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like options, bonds and stocks.
Dragonfly Digital Management, LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make transaction judgments without requiring client authorization. Dragonfly Digital Management, LLC manages roughly $120.9 million in assets for every customer account. The typical advisor at Dragonfly Digital Management, LLC oversees around one client account, making it one of the most personalized firms in the country.
Dragonfly Digital Management, LLC's main office is at 66 Franklin St, Oakland, California 94607. The firm is legally allowed to provide services to investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Dragonfly Digital Management, LLC by the Numbers
$1.9 billion
41
16
$120.9 million
Fee Structure
Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types charged by Dragonfly Digital Management, LLC can include any combination of the following fee structures: asset-based or performance-based. The firm does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Out of its 16 accounts, Dragonfly Digital Management, LLC's biggest client is pooled investment vehicles. None of its accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Dragonfly Digital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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