Dilation Capital Management Lp
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Overview
Dilation Capital Management Lp is an advisory firm located in New York, New York. The firm manages $44.6 million in total assets over seven client accounts. The firm has a small team, including 3 financial advisors. Dilation Capital Management Lp is not a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as stocks, bonds and options.
Dilation Capital Management Lp administers all of the company's client assets on a discretionary basis. Discretionary management means that transaction judgments for the client's account are made by an investment advisor without needing client consent. The company administers about $6.4 million for every account. An average financial advisor at Dilation Capital Management Lp administers around two client accounts, placing it among the most personalized financial advisor firms in the country.
The firm's main office is located at 680 Fifth Avenue, New York, New York 10019.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Dilation Capital Management Lp by the Numbers
$44.6 million
4
7
$6.4 million
Fee Structure
Fees for financial management largely depend on which services the firm provides the client. Fees charged by the company likely consist of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Dilation Capital Management Lp.
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
It provides services to pooled investment vehicles. Out of its seven customers, Dilation Capital Management Lp's biggest client by number of accounts is pooled investment vehicles. Around 75% of its accounts are from outside of the U.S.
- 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
Dilation Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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