Dasta Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 1, 2026, reports $82M in regulatory assets under management, 8 employees, and 27,037 accounts.
Assets Under Management
$82M
Employees
8
Offices
--
Total Clients
27,037
Primary office
NEW YORK, NY
450 BROADWAY, FLOOR 2, NEW YORK, NY, United States
Top client segmentIndividuals represent 91.8% of total clients.
Top client categories% of clientsClients
1
Individuals
91.8%
24,811
2
HNWI
8.2%
2,226
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$82Mas of April 1, 2026
Discretionary100.0%
$82M
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.
Total AUM$82M
Total Accounts27,037
10Y AUM Change+$82M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee3380:1
10Y Employee Change+3 (+60.0%)
* 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.