Daniel Investment Associates, LLC
● SEC registered since 2013CRD 157284SEC# 801-77862Santa Barbara, CA
Reg. AUM
$225.3M
Employees
1
Accounts
33
Location
Santa Barbara, CA
Daniel Investment Associates, LLC assets under management
Daniel Investment Associates, LLC is an SEC-registered investment adviser based in Santa Barbara, CA. The firm has been registered since 2013. It reports $225.3 million in regulatory assets under management and employs 1 people.
Daniel Investment Associates, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Daniel Van Wyk Control | Investment Manager/Founder/Cco | Over 75% | 2011 |
Frequently asked questions
How much does Daniel Investment Associates, LLC manage?
Daniel Investment Associates, LLC reports $225.3 million in regulatory assets under management on its Form ADV.
How many employees does Daniel Investment Associates, LLC have?
Daniel Investment Associates, LLC reports 1 employees.
Where is Daniel Investment Associates, LLC located?
Daniel Investment Associates, LLC is based in Santa Barbara, CA and has been SEC-registered since 2013.
Does Daniel Investment Associates, LLC disclose fund performance?
Daniel Investment Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 923 Saint Vincent Avenue, Suite B, Santa Barbara, CA 93101 |
| Phone | 805-845-7724 |
| Fax | 805-845-2840 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$225.3M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$225.3Mregulatory AUM
Discretionary $204KNon-discretionary $225M