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Wealth Manager • White Plains, United States

Downtown Investment Advisory

Downtown Investment Advisory is a wealth manager based in White Plains, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$130M
Assets Under Mgmt
Wealth Manager
Investor Type
White Plains, United States
Headquarters
About

Downtown Investment Advisory

Downtown Investment Advisory (DIA) is a Registered Investment Advisory firm that provides investment management services focused on fixed income. DIA specializes in creating custom portfolios of individual bonds, from high yield to municipal, and alternative fixed income investments to achieve a desired yield target. DIA's investment expertise was developed over 20 years of institutional fixed income investing managing portfolios exceeding $500 million.\ \ \ \ \ \ As an independent firm we do not have incentives to place clients in \"house\" assets and we do not earn sales commissions. DIA has fiduciary obligations to all of its clients that many investment professionals, such as advisors at the large brokerage firms, are not required to provide.DIA, formed in 2013, is an SEC registered firm based in White Plains, NY with over $100 million in assets under management for high net worth families and charitable foundations.\ \ \ \ \ \ Downtown Capital Partners is an alternative asset-based lender located in White Plains, New York. The firm generally provides capital in the form of asset-based lending, real estate finance, receivables financing/invoice factoring, purchase order finance, structured transactions, and selected private equity investments. The customer base of DCP inclÞs the lower middle-market companies, real estate developers, and ultra-high net worth individuals and related entities. The firm was founded in 2009\ \ \

Investment Focus

What Downtown Investment Advisory Invests In

Investment types: Debt Financing, Investment Funds, Private Equity, Venture Capital - Early Stage, Venture Capital, Philanthropy

Sectors & themes: Conservative Allocation, Equity/Mutual Funds, Equity Securities, Options Trading, Startups & Management, Charitable Investments, Fixed Income/Debt Securities Finance, Traditional Investments (Liquid Assets), Alternative Investments, High-Level Sectors, Non-Profit

Preferred geographies: United States

Location: 360 Hamilton Avenue Suite 1110\\nWhite Plains\\nNew York\\n10601\\nUnited States

Contact Downtown Investment Advisory

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.