DAI ADVISORS
SEC RegisteredAlternative investing, as simple as a mutual fund.
About the firm
DAI Advisors — short for Dependable Alternative Investments — is an independent fiduciary RIA established in 2019, built entirely around alternative investments. The firm gives investors access to funds across private equity, private debt, real assets, and hedge funds, with a focus on rigor, tax efficiency, and dependability. It manages approximately $350M in assets across 270 client households.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Access to alternative investments across private equity, private debt, real assets, and hedge funds through a proprietary platform with connected operations, fiduciary oversight, tax-efficient construction (loss harvesting, 1031, DST), and proprietary data, analytics, and due-diligence tools.
Who they serve
Investors seeking affordable, effective, and dependable access to alternative investments — described as serving as many investors as possible, currently across 270 client households.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 285 | $330M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of January 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DAI ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.