Dtcp Usa LLC (Menlo Park)
Dtcp Usa LLC is a large advisory firm based in Menlo Park. It manages $419.82 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of California.
Dtcp Usa provides 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.
Dtcp Usa: assets under management
The assets under management (AUM) of Dtcp Usa LLC is $419.82 million. $419.82 million of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in non-exchange traded securities the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Dtcp Usa LLC for their services and products based on fixed fees and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Dtcp Usa serves?
The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Dtcp Usa is pooled investment vehicles with 3 clients and $392.32 million of assets under management. Among the 11 most similar advisory firms, Dtcp Usa has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $419.82 million for 5 clients. 100% of the firm’s clients are foreign persons or businesses.
Dtcp Usa also advises several private funds. Namely, three venture capital funds. The minimum investment commitment required of non-related persons is $229,920 for each fund.
Careers at Dtcp Usa LLC
The company employs 7 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Menlo Park
The principal office where Dtcp Usa LLC performs its advisory services is located at 2735 Sand Hill Road, Menlo Park, CA 94025, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-646-3360. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at telekom-capital.com.
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