Data / Investment advisers / California / Dai Advisors
Dai Advisors, Menlo Park, CA: $330 million AUM, SEC registered investment adviser
Dai Advisors is an SEC registered investment adviser with its main office in Menlo Park, California and reports $330 million in regulatory assets under management in its Form ADV filed October 3, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 300332
- SEC file number
- 801-118426
- SEC status
- Approved, effective April 13, 2020
- Legal name
- Dependable Alternative Investments, LLC
- Main office
- 3875 Bohannon Drive #4194, Menlo Park, CA 94025
- Phone
- (510) 709-7543
- Website
- daiadvisors.com
- Regulatory AUM
- $329,640,421 in the Form ADV filed October 3, 2026
- Discretionary AUM
- $66,684,098
- Non discretionary AUM
- $262,956,323
- Accounts
- 630
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 285 | $329.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $329.6 million | January 13, 2026 |
| December 1, 2025 | $244.4 million | February 7, 2025 |
Other advisers in Menlo Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Red Iron Group Management, LLC | Menlo Park | $461.6 million | 4 | adviserinfo.sec.gov |
| Roberts Wealth Advisors, LLC | Menlo Park | $446 million | Not listed | adviserinfo.sec.gov |
| BGV VC Management LLC | Menlo Park | $433 million | 12 | adviserinfo.sec.gov |
| Menlo Advisors LLC | Menlo Park | $369.7 million | 1 | adviserinfo.sec.gov |
| Tiemann Investment Advisors, LLC | Menlo Park | $341.1 million | Not listed | adviserinfo.sec.gov |
| Symphony Technology Group, LLC | Menlo Park | $307.3 million | 7 | adviserinfo.sec.gov |
| Copperplate Capital LLC | Menlo Park | $293.7 million | 3 | adviserinfo.sec.gov |
| Ajax Health Management Company, LLC | Menlo Park | $214.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Menlo Park, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Dai Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.