D'ARCY CAPITAL MANAGEMENT, LLC

Adviser information for D'ARCY CAPITAL MANAGEMENT, LLC last updated from Form ADV on February 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 253 $159.3M
Non-Discretionary 0 $0
Total 253 $159.3M

Clients

Type Number RAUM
Individuals 53 $16.6M
HNW Individuals 29 $121.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $5.1M
Charitable organizations <5 $875,073
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 6 $15.5M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-120475
SEC ERA File Number 801-120475
SEC CIK Numbers None
SEC CRD Numbers 156264
Legal Entity Identifier None

Principal Office

12625 HIGH BLUFF DRIVE
SUITE 314
SAN DIEGO
CA
United States
Monday - Friday, 7:30 A.M. - 5:00 P.M.
Tel: 858-461-4391, Fax: 858-914-1136

Chief Compliance Officer

CHRISTOPHER BRETT D'ARCY
MANAGING MEMBER
12625 HIGH BLUFF DRIVE
SUITE 314
SAN DIEGO
CA
United States
Tel: 858-461-4390
Fax: 858-914-1136
(Full email address available in API data)

Regulatory Contact

KRYSTA N. CORDILL
MEMBER
12625 HIGH BLUFF DRIVE
SUITE 314
SAN DIEGO
CA
United States
Tel: 858-461-4390
Fax: 858-914-1136
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
DARCY, CHRISTOPHER, BRETT Individual MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 01/2011 > 75%
Kelly, KRYSTA, NOELLE Individual MEMBER 01/2011 10-25%

No. Employees, Historic

1050202120222023202420252 on 2/8/20213 on 3/22/20222 on 3/7/20233 on 2/22/2024

RAUM, Historic

200M100M020212022202320242025126741596 on 2/8/2021146113613 on 3/22/2022139589433 on 3/7/2023159283862 on 2/22/2024

No. Clients, Historic

904502021202220232024202563 on 2/8/202165 on 3/22/202281 on 3/7/202388 on 2/22/2024