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MICROVEST CAPITAL MANAGEMENT

WASHINGTON, DC · CRD 153395 · IAPD ↗ · microvest.com · 202-450-1630

$140.3MRegulatory AUM
3Advisory reps
7Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2025 — MICROVEST CAPITAL MANAGEMENT reported RAUM down 25% ($226.3M -> $169.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
30
April 2025 — MICROVEST CAPITAL MANAGEMENT moved its main office from BETHESDA, MD to WASHINGTON, DC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
35
April 2025 — MICROVEST CAPITAL MANAGEMENT shrank from 6 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2025 — DAI ASSET MANAGEMENT, LLC is now doing business as MICROVEST CAPITAL MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
40
November 2024 — MICROVEST CAPITAL MANAGEMENT LLC is now doing business as DAI ASSET MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
35
April 2024 — MICROVEST CAPITAL MANAGEMENT LLC shrank from 13 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.