{
  "crd_number": 334514,
  "slug": "da-inv-london-334514",
  "primary_business_name": "DA INV",
  "legal_name": "DA INV LLC",
  "dbas": [],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-03-12",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-09-21",
  "carried_forward": false,
  "raum_total": 28000000.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 28000000.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 6,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 28000000.0,
      "count": 110459
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://dolarapp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334514",
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/da-inv-london-334514",
  "display_name": "DA INV",
  "summary": "DA INV is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.",
  "citation": "AdvisorCensus. DA INV (CRD 334514): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is DA INV compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), DA INV reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does DA INV charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.01% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is DA INV located?",
      "a": "DA INV's principal office is in London, United Kingdom, according to its Form ADV."
    },
    {
      "q": "Is DA INV registered with the SEC or a state?",
      "a": "DA INV is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334514."
    },
    {
      "q": "How much does DA INV manage?",
      "a": "DA INV reports $28,000,000 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (0% discretionary)."
    },
    {
      "q": "How have DA INV's assets and staff changed since 2025?",
      "a": "In the Form ADV data for DA INV: Regulatory assets under management: $1,400,000 in the October 2025 data and $28,000,000 in the October 2026 data, up 1900%. Total employees: 10 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does DA INV serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110,459)."
    },
    {
      "q": "Which custodians does DA INV use?",
      "a": "DA INV's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Alpaca Securities LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does DA INV report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334514"
    },
    {
      "q": "What changed in DA INV's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 1. Regulatory assets under management went from $1,400,000 to $28,000,000 (+1900%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1400000.0,
      "total_employees": 10,
      "filing_date": "2025-07-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 28000000.0,
      "total_employees": 6,
      "filing_date": "2026-09-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 1.",
        "Regulatory assets under management went from $1,400,000 to $28,000,000 (+1900%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "0.01% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.01% of assets a year"
        ],
        "quotes": [
          "DA Inv charges an annual management fee of .01% (the “ Advisory Fee”) of assets under management."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 0.01
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "DA Inv charges an annual management fee of .01% (the “ Advisory Fee”) of assets under management."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Alpaca Securities LLC",
      "name_as_filed": "ALPACA SECURITIES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/da-inv-london-334514.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 110459,
      "fewer_than_5": false,
      "raum": 28000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334514",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
