# DV Capital Management, LLC

> DV Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 1, 2026.

- CRD: 147013
- Filed as: DV CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147013
- AdvisorCensus page: https://advisorcensus.com/firm/dv-capital-management-llc-147013

## Quick answers

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

**Is DV Capital Management, LLC registered with the SEC or a state?**
DV Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 147013.

**How much does DV Capital Management, LLC manage?**
DV Capital Management, LLC reports $50,000,000 in regulatory assets under management in its Form ADV filing dated February 1, 2026 (100% discretionary).

**How have DV Capital Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for DV Capital Management, LLC: Regulatory assets under management: $50,000,000 in the October 2024 data and $50,000,000 in the October 2026 data, unchanged. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does DV Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (22).

**Does DV Capital 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 SEC record: https://adviserinfo.sec.gov/firm/summary/147013

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $50,000,000
- Discretionary: $50,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | 22 | $50,000,000 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dvcapitalmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $50,000,000 | 1 | August 9, 2024 |
| October 2025 | $50,000,000 | 1 | February 25, 2025 |
| October 2026 | $50,000,000 | 1 | February 1, 2026 |

Regulatory assets under management: $50,000,000 in the October 2024 data and $50,000,000 in the October 2026 data, unchanged.
Total employees: 1 in October 2024 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DV Capital Management, LLC (CRD 147013): Form ADV filing data as of October 2026.