Dai Advisors

DAI Advisors provides asset and portfolio management services focused on alternative investments — including private equity, private credit, real assets, infrastructure, and hedge funds — to high‑net‑worth individuals, families, trusts, estates and certain retirement plans. Its Form ADV reports $329.6 million in regulatory assets under management across 285 active clients and describes additional fiduciary/3(38) and ERISA advisory services.

The firm’s investment approach emphasizes disciplined exposure to semi‑liquid and private market structures (evergreen, interval and tender‑offer funds) to seek lower correlation with public markets, using fundamental, technical and cyclical analysis, manager selection, and controls such as loan‑to‑value monitoring. The brochure explains that accounts may be managed on either a discretionary or non‑discretionary basis and details a three‑class service model (including a Class I non‑discretionary access tier for funds that “require an RIA”).

Distinctive features relative to peers include the combination of substantial AUM and a large client base for a compact advisory organization (the ADV shows $329.6M AUM and 285 clients, producing unusually high AUM‑per‑advisor and clients‑per‑advisor metrics). The firm’s disclosures also emphasize a meaningful non‑discretionary component (and a Class I non‑discretionary offering), routine public performance reporting and client communications, and the use of third‑party research, sponsor materials and external ratings/testimonial‑style materials in its client‑facing information — practices that are statistically uncommon among similarly supported firms.