# Daceyholden Management, LLC

> Daceyholden Management, LLC is a state-registered investment advisory firm in Fort Lee, NJ, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 283655
- Filed as: DACEYHOLDEN MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fort Lee, NJ
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283655
- AdvisorCensus page: https://advisorcensus.com/firm/daceyholden-management-llc-fort-lee-nj-283655

## Quick answers

**How is Daceyholden Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Daceyholden Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Daceyholden Management, LLC located?**
Daceyholden Management, LLC's principal office is in Fort Lee, NJ, according to its Form ADV.

**Is Daceyholden Management, LLC registered with the SEC or a state?**
Daceyholden Management, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283655.

**How much does Daceyholden Management, LLC manage?**
Daceyholden Management, LLC reports $22,225,657 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**What types of clients does Daceyholden Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (2); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Daceyholden Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/283655

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $22,225,657
- Discretionary: $22,225,657
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $1,165,957 |
| High net worth individuals | 2 | $3,051,398 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $18,008,302 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Daceyholden Management, LLC (CRD 283655): Form ADV filing data as of October 2026.