Investment adviser · CRD 311678
DRI CAPITAL (US), INC.
Investment adviser filing (IA)
SHORT HILLS, NJ, United States · Form ADV filed Jun 27, 2025
- Regulatory AUM
- $520M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $520,122,000 | 100.0% |
Filing source
Form ADV 2000068 · Jun 27, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 27, 2025. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
101 JFK PARKWAY, 3RD FLOOR, SUITE 3SHORT HILLS, NJ, 07078, United States
CRD 311678
Filing source
Form ADV 2000068 · Jun 27, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.