Dragus Capital, LLC
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Overview
Dragus Capital, LLC operates as an advisory firm headquartered in Miami, Florida. It handles $170.4 million in total assets over 97 customer accounts, placing it in the mid-tier of investment advisory firms in the United States by assets under management (AUM). The firm has a small team, including 2 financial advisors. Dragus Capital, LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments like stocks, options and bonds.
Dragus Capital, LLC administers the majority of the firm's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell decisions for the client's account without requiring the client's permission. Dragus Capital, LLC also oversees 11 non-discretionary accounts with a total of $46.9 million in assets under management. The advisory firm manages about $1.8 million for every client account. The average financial advisor at Dragus Capital, LLC administers about 49 client accounts, placing it towards the middle in terms of personalization.
Dragus Capital, LLC's central office is at 2121 Ponce De Leon Boulevard, Miami, Florida 33134. The company is legally registered to serve customers in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Dragus Capital, LLC by the Numbers
$170.4 million
5
97
$1.8 million
Fee Structure
Fees for financial advisory services largely depend on which services the firm provides the client. However, fees billed by the firm most likely consist of some combination of the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm works with high net worth investors. Out of its 97 customers, Dragus Capital, LLC's largest client group is high net worth investors, but it also manages money for 74 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 95% of the company's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 100%
- Other Individuals - 0%
- Corporations - 0%
- 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
Dragus Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Dragus Capital, LLC
Miami, FL
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