D'Arcy Capital Management, LLC

D’Arcy Capital Management LLC provides personalized investment management and comprehensive financial planning to individuals (including high‑net‑worth clients), trusts, estates, retirement plans and other institutions. The firm reports managing client assets on a discretionary basis and delivers continuous portfolio supervision, tailored asset allocation, cash management and ongoing financial planning as part of its services.

The firm employs a core‑and‑satellite approach that blends active and passive investments and relies on fundamental analysis with a generally long‑term orientation while retaining flexibility for shorter‑term trades when circumstances change. Offerings include diversified asset allocation programs as well as non‑diversified strategies — including Global Large Cap Value, a newly added Small Cap Value strategy, and bond management — and the firm may implement customized solutions through separately managed accounts for high‑net‑worth clients.

The brochure discloses several marketing and disclosure practices that are less common among peers: the firm publishes quarterly market reviews and frequent investment alerts, notes that its managing member writes and appears on financial broadcasts, and discloses receipt of travel and marketing reimbursements from product sponsors alongside advertising of historical and hypothetical performance and third‑party ratings. It also highlights operational details that distinguish the firm, such as the use of separately managed accounts for customized strategies and disclosures regarding borrowing in certain managed accounts, and describes written policies intended to manage the resulting conflicts of interest.