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DASTA INVESTMENTS LLC
Legal name: DUB ADVISORS LLC
CRD 315589File 801-122735
APPROVED
Retail clients
Filing as of Jun 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$81.8M
Bottom 25% of cohort (national)
Discretionary AUM
$81.8M
Clients
27,037
27,037 accounts
Employees
8
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 23, 2021
- Principal office
- 450 BROADWAY, FLOOR 2, NEW YORK, NY, 10016
- Phone
- 732-910-5781
- Website
- https://dubadvisors.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $81.8M
- Discretionary AUM
- $81.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 27,037
- Non-discretionary accounts
- 0
- Total accounts
- 27,037
- AUM per client
- $3K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2,226 | $20.1M |
| Individuals (other than high net worth individuals) | 24,811 | $61.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SUBSCRIPTION FEES
Advisory activities
- Publications
- Other advisory activities
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.