DGV SOLUTIONS LP
SEC Registeredimproving the odds of achieving your mission fuels ours
About the firm
DGV Solutions is dedicated to helping institutional clients reach their financial goals with institutional investment products and services designed to provide unique exposures and opportunities. Since 2015, the firm has delivered innovative, data-driven investment strategies to institutional investors across the United States.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
DGV offers the U.S. Large-Cap Strategy designed to seek higher risk-adjusted returns than passive exposures to U.S. large-capitalization stocks, as well as customized hedging, overlay, and portfolio strategies tailored to specific institutional exposure requirements.
Who they serve
Institutional investors, including endowments, pension funds, foundations, and hospitals across the United States.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 2 | $770M |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
2 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DGV SOLUTIONS LP 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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