AUMdb

Dara Capital Us, Inc.

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 153544 · SEC file 801-71575 · Miami, FL · www.linkedin.com
☆ Save with Pro ADV data as of Mar 06, 2026
Regulatory AUM
$563M
Discretionary
$185M
Clients
58
Avg AUM / client
$9.7M
Accounts
58
Employees
3

AUM over time

$61.0M $563M
Jan 3, 2012 Mar 6, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 06, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 4 $2.7M 0.47%
High net worth individuals 48 $411M 73.0%
Charitable organizations 1 $6.5M 1.15%
Corporations and other businesses 5 $143M 25.4%

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Anton Josef Knecht Chief Executive Officer, Director Apr 2007 (19y) ≈ 56.25% – 100% via Dara Capital Ag
David Adrian Sigg Director Of Investments, Director Jan 2010 (17y) Less than 5%
Helg, Barthelemy, Laurent Rene Chief Compliance Officer Jan 2020 (7y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Dara Capital Ag Foreign Entity Feb 2009 A 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Anton Josef Knecht: 75% – 100% of Dara Capital Ag × 75% – 100% direct ≈ 56.25% – 100% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/06/2026 985 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.

View current Form ADV (SEC/IAPD) ↗