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About DARK HORSE CAPITAL MANAGEMENT LLC
DARK HORSE CAPITAL MANAGEMENT LLC is a financial advisory firm that offers comprehensive wealth management services to its clients. With a team of experienced advisors and a commitment to providing personalized solutions, DARK HORSE CAPITAL MANAGEMENT LLC has established itself as a trusted resource for individuals and businesses seeking financial guidance.
How the Advisor Helps Clients – Key Takeaways:
- Provides personalized wealth management solutions
- Offers a team of experienced advisors
- Committed to client satisfaction
Facts and Insights:
As of their latest SEC filing in January 2021, DARK HORSE CAPITAL MANAGEMENT LLC manages over $500 million in assets under management (AUM) and has a team of 10 advisors. The firm has been in business for 15 years, having been founded in 2006.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Education planning
Client Types:
- High net worth individuals
- Families
- Small businesses
Fees & Compensation:
DARK HORSE CAPITAL MANAGEMENT LLC typically charges a percentage of AUM for investment management services. The exact fee structure may vary depending on the individual client’s needs and portfolio size. Advisors may also receive compensation through commissions for insurance services or other products.
Background:
The founders of DARK HORSE CAPITAL MANAGEMENT LLC bring a combined experience of over 50 years in the financial industry. They have a deep understanding of the markets and a track record of delivering strong investment returns for their clients. With their expertise and the support of a dedicated team, DARK HORSE CAPITAL MANAGEMENT LLC has built a reputation for excellence in the financial advisory space.
Financial Advisor Disclosures to Know:
As required by the Securities and Exchange Commission (SEC), DARK HORSE CAPITAL MANAGEMENT LLC has publicly disclosed any potential conflicts of interest or disciplinary actions on their Form ADV. This document can be found on the SEC website for anyone to review.