MENLO PARK, CACRD 300332Latest ADV January 13, 2026
Dai Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Menlo Park, CA. Its latest Form ADV filing, dated January 13, 2026, reports $330M in regulatory assets under management, 1 employee, and 630 accounts.
Assets Under Management
$330M
Employees
1
Offices
--
Total Clients
285
Primary office
MENLO PARK, CA
3875 BOHANNON DRIVE, #4194, MENLO PARK, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
285
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$330Mas of January 13, 2026
Discretionary20.2%
$67M
20% of total RAUM20.2%
Non-discretionary79.8%
$263M
80% of total RAUM79.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$330M
Total Accounts630
10Y AUM Change+$310M (+1574.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee285:1
10Y Employee Change0 (0.0%)
* 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.