9AT: DV CAPITAL MANAGEMENT, LLC

Advisers
DV CAPITAL MANAGEMENT, LLC
Summary

DV CAPITAL MANAGEMENT, LLC

DV CAPITAL MANAGEMENT, LLC

Summary Contacts Filings Brochure Private Funds Service Providers

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Adviser Profile

As of Date	02/01/2026
Registration	SEC, Approved, 10/05/2023
Other registrations (2)	New York, Terminated, 11/14/2023 New York, Approved, 05/28/2013
Contact Info	914 xxxxxxx
Websites

Details

HTTP://WWW.DVCAPITALMANAGEMENT.COM

AUM^*	50,000,000
of that, discretionary	50,000,000
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	2,272,727
% High Net Worth	55.00% -45%
SMA’s	No
Private Funds	0

Adviser Type

- Mid-sized advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

50M 43M 36M 29M 21M 14M 7M

2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Advisory Business A. DV Capital Management, LLC. (DVCM) is an investment advisory company established in 2008. It is wholly owned by Joseph A. Del Vecchio, Chief Executive and Chief Investment Officer. B. DVCM offers customized, fiduciary investment management for long-term capital preservation and enhancement using primary instruments (stocks, bonds, and rarely mutual funds). DVCM does not employ any derivatives, or alternative investment instruments. C. DVCM tailors our advisory services to the individual needs of clients. After through discussions of client's particular circumstances

and their investment objectives, we develope and manage a a unique portfolio, as market conditions allow, in accordance with those needs. Clients may impose restrictions on investing in certain securities, or certain types of securities as they require. DVCM will customize its service to each client, and will operate within Investment Policy Guidelines as set forth by clients or their consultants. D. DVCM does not participate in any wrap fee programs. E. As of 08/25/2023 DVCM manages $50 million on a discretionary basis and $0 on a non-discretionary basis.

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DV CAPITAL MANAGEMENT, LLC

DV CAPITAL MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

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