Dhyan Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$34,510,345
Clients
10
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$3,451,035
About
Dhyan Capital Management provides discretionary asset management and financial planning and consulting services primarily to individual and high‑net‑worth clients, managing approximately $34.5 million in discretionary assets across ten client accounts. Services are delivered through separately managed accounts held at a qualified custodian and through written financial plans or one‑time/as‑needed consultations.
The firm follows a value‑oriented, long‑term investment approach informed by fundamental, cyclical and technical analysis, and employs both strategic and tactical asset allocation while accommodating client‑specific restrictions. Portfolio implementation may include margin, short sales and option strategies, and accounts are managed on a discretionary basis with at least quarterly reviews.
Notably, Dhyan Capital Management regularly uses borrowing (margin) and derivatives, including option writing, within separately managed accounts—practices that are uncommon among solo independent advisers. The firm requires custody at a specified institutional broker‑dealer for execution and operational support, discloses conflicts tied to retirement account rollover recommendations, and leaves proxy voting to clients.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Wealth management
Fee options
Up to $400 per hour
Main office location
Dhyan Capital Management
Norwell MA, United States
Number of offices
1
Most active in
Dhyan Capital Management has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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