Dss Advisors LLC (Emeryville)


Dss Advisors LLC is a large advisory firm based in Emeryville. It manages $202.19 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2001.

Dss Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dss Advisors: assets under management

The assets under management (AUM) of Dss Advisors LLC is $202.19 million. The company doesn't manage any assets belonging to foreign clients.

Dss Advisors has custody of $1.01 million in cash and securities for 46 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dss Advisors LLC for their services and products based on fixed fees and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Whitehall Street Real Estate Limited Partnership Xi ("Wslp") Control member of devon 1 Jul 1998 75% - 100% 75-2780394
Llc Xi ("Whi") Wh Advisors General partner of wslp 1 Jul 1998 Other 13-4019460
Lp ("Gsg Lp") The Goldman Sachs Group Control member of whi 1 Jul 1998 75% - 100% 13-3501777
The Goldman Sachs Corporation ("Gs Corp.") General partner of gsg lp 1 Jul 1998 Other 13-3174691
Llc Devon Quest Control member of devon 1 Apr 2002 75% - 100% 94-3333992

Based in Emeryville

The principal office where Dss Advisors LLC performs its advisory services is located at 2000 Powell Street, Emeryville, CA 94608, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 510-450-1300 or by fax 510-450-1325. The normal business hours are 8:00am to 5:00pm on Monday - Friday.