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Financial Advisor   

$300MM AUM in New York, NY

Member Level
Premier
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
New York, NY, US

Overview

Dinosaur is an independent family run full service brokerage firm, investment bank, asset manager and wealth advisor. We are headquartered in New York with offices in Miami, London and Milan.

Dinosaur's asset manager, DCM Advisors, LLC (DCM), is an SEC registered investment advisor. DCM provides asset management and wealth advisory services to institutions, registered investment advisors, family offices and high net worth individuals. Additionally, DCM is affiliated with Lisanti Capital Growth, LLC (Lisanti), a certified woman-owned and managed SEC registered investment advisor specializing in small and small/mid-cap (SMID) growth investing.

Current DCM and Lisanti portfolio strategies include Global Equity, International Equity, U.S. Small Cap Growth Equity, U.S. SMID Cap Growth Equity and U.S. Municipal Bonds. Additional strategies are expected to be offered in 2018. DCM also provides research subscription and advisory services to institutional clients related to global, emerging and frontier markets. Additionally, DCM also provides wealth advisory services to high net worth individuals through its investment adviser representatives. The combined DCM and Lisanti entities currently manage over $300 million in AUM. We are aggressively seeking to expand our size and reach in both asset management and wealth advisory.

Dinosaur is looking for RIA's and BD's interested in being acquired, as well as asset managers, wealth advisors and registered representatives looking to join a growing and expanding company and/or to find a new home. We are particularly keen to work with reps and advisors with a focus on international clients and global assets.

We cater to all asset classes and product types in the retail, HNW and institutional spectrum including.

We have multiple clearing and custody solutions to support any type of advisor.

 
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