WOODLAND HILLS, CACRD 135281Latest ADV March 25, 2026
Dash Investments is an SEC registered investment adviser organized as a corporation with a primary office location in Woodland Hills, CA. Its latest Form ADV filing, dated March 25, 2026, reports $682M in regulatory assets under management, 9 employees, 1 office, and 1,295 accounts.
Assets Under Management
$682M
Employees
9
Offices
1 office
Total Clients
433
Primary office
WOODLAND HILLS, CA
21600 OXNARD STREET, STE. 1755, WOODLAND HILLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.5% of total clients.
Top client categories% of clientsClients
1
HNWI
78.5%
340
2
Individuals
21.2%
92
3
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$682Mas of March 25, 2026
Discretionary100.0%
$682M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$682M
Total Accounts1,295
10Y AUM Change+$530M (+350.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee48:1
10Y Employee Change+1 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.