Dyad Capital manages investment portfolios for various clients, including individuals and institutions. They primarily invest in stocks of easy-to-understand businesses with low price-to-earnings ratios and strong balance sheets. Dyad Capital aims to identify undervalued assets and hold them for the long term, believing that value will eventually be recognized.
Assets Under Management$2.3M
Clients15
Advisors2
Avg. per Client$150K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees are negotiable above $2 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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