AUMdb

Cois Dara Investing Llc

State-registered Investment Adviser · Boutique (under $100M) CRD 343078 · · coisdarainvesting.com
☆ Save with Pro ADV data as of Sep 02, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
—
Avg AUM / client
—
Accounts
0
Employees
1

Disciplinary disclosures

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

How they charge

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

Services

  • • Portfolio management for individuals/small businesses

Custody

Firm reports having 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: Sep 02, 2026.

View current Form ADV (SEC/IAPD) ↗