Dawson Capital Management, Inc. (Southport)


Dawson Capital Management, Inc. is a large advisory firm based in Southport. It manages $502.58 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Connecticut and Vermont.

Dawson Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dawson Capital Management: assets under management

The assets under management (AUM) of Dawson Capital Management, Inc. is $502.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $502.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15.71 million each.
Dawson Capital Management has custody of $3.12 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dawson Capital Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Southport

The principal office where Dawson Capital Management, Inc. performs its advisory services is located at 354 Pequot Avenue, Southport, CT 06890 1345, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-254-0091 or by fax 203-255-2558. The normal business hours are 8:00am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.dawsoncapital.com.