Dara Capital US, Inc.

Dara Capital US, Inc. provides independent financial and wealth advisory services to sophisticated investors, including trusts, tax‑exempt organizations, estates, and single‑ and multi‑family offices. In addition to portfolio management and advice on alternative investments, the firm offers storage solutions for physical gold, other metals and cash notes.

The firm combines quantitative analysis with qualitative due diligence on external money managers to build tailor‑made portfolios that emphasize diversification and controlled downside volatility. It employs both fundamental and technical analysis and may implement strategies that include short sales, margin transactions and derivatives (options and futures); most mandates are managed on a non‑discretionary basis and investment decisions are typically reviewed and agreed jointly with clients.

Dara Capital is affiliated with Swiss parent Dara Capital AG, a FINMA‑regulated entity, and discloses potential conflicts and supervisory arrangements in its policies and code of ethics. The brochure highlights several features that are less common among peers: a majority of AUM is non‑discretionary, the firm may negotiate performance‑based compensation in some engagements, it provides regular written account and market updates, and a small advisory team oversees a relatively large pool of assets, which the firm says helps secure access to select co‑investment opportunities.