D.G. Capital Management Trust (Boston)

D.G. Capital Management Trust provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

D.G. Capital Management Trust: assets under management

The assets under management (AUM) of D.G. Capital Management Trust is $127.92 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $127.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $42.64 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay D.G. Capital Management Trust for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Boston

The principal office where D.G. Capital Management Trust performs its advisory services is located at 800 Boylston Street, Boston, MA 02199, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 857-453-6705 or by fax 857-453-6501. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at dgcap.com.

Registered investment advisers similar to D.G. Capital Management Trust

• Constantiam
• Twin Lakes Capital Management
• Lighthouse Wealth Strategies
• Hardy Reed Fruge Capital Advisors
• Kellner Private Fund Management
• Symphony Financial Planning
• Buffalo Capital Corporation
• The Mustico Financial Group
• Washington Square Securities
• Snow Richard Avery
• Waterton Investment Adviser, L.L.C
• J.E. Simmons & Co., P.C
• Spectrum Wealth Advisory Group
• The Private Investment Group
• Collaborative Financial Partners