Dri Capital (Us), Inc
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Overview
Dri Capital (Us), Inc operates as an advisory company based in New York, New York. The company administers $379.4 million in total assets over one customer account, making it one of the larger firms in the United States by assets under management (AUM). The firm has a small team, including 7 financial advisors. Dri Capital (Us), Inc is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like equities, options and bonds.
Dri Capital (Us), Inc oversees none of the company's client assets on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make transaction choices for the client's account without needing client permission. Dri Capital (Us), Inc also manages one non-discretionary accounts totaling $379.4 million in assets under management. The advisory firm administers an average of $379.4 million for each account. The average advisor at Dri Capital (Us), Inc oversees fewer than one client account, placing it among the most individualized firms in the country.
Dri Capital (Us), Inc's central office is at 200 Varick Street, New York, New York 10014. Dri Capital (Us), Inc is legally permitted to provide services to customers in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Dri Capital (Us), Inc by the Numbers
$379.4 million
7
1
$379.4 million
Fee Structure
Financial management fees vary depending on the type of services offered. However, fees charged by the firm typically consist of non-traditional fee structures. Dri Capital (Us), Inc does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Disclosures
Dri Capital (Us), Inc does not have any disclosures.
Please visit its Form ADV for more details.
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