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Private equityFirmhybrid manager · probablelower middle market

DAI Asset Management, LLC

Private Equity

Bethesda, MD

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:144dc51d-105a-4fd7-939b-01dba6957704

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 12:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 64
Dated events: 40
On other graphs: 1
Observed: Sep 13, 2026 to Sep 17, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

MICROVEST CAPITAL MANAGEMENT

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 1
PE funds: 1
PE GAV, 2024 filing: $5.3Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $226M
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-12-12
Latest ADV filing: Dec 12, 2024
Employees (ADV): 11
Website: microvestfund.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Microvest Ii-A, LP	n/a	Harvest	Private Equity Fund	n/a	$5.3M	0

Relationships

Employs (56)

→ Douglas James YoungPersonMember Of The Investment Committee
Jul 1, 2020 to presentfactForm ADV
→ Angela None AthertonPersonMember Of The Investment Committee
Sep 1, 2012 to Nov 20, 2012inferenceForm ADV
→ Santiago Miguel AriasPersonMember Of The Edf Investment Committee
Jan 1, 2018 to presentfactForm ADV
→ Angela HomsiPersonMember Of The Edf Investment Committee
Jan 1, 2018 to presentfactForm ADV
→ Lynn - ExtonPersonMember Of The Investment Committee
Mar 1, 2014 to Sep 30, 2015inferenceForm ADV
→ Sothara ChinPersonChief Compliance Officer
Nov 1, 2021 to presentfactForm ADV
→ Jean Meinhard GilsonPersonExecutive Chair Of The Board Of Mv Holding
Oct 1, 2023 to presentfactForm ADV
→ Mary Colleen SchroederPersonPresident
Dec 1, 2024 to presentfactForm ADV
→ Samuel P MossPersonMember Of The Investment Committee
Nov 1, 2012 to Sep 30, 2015inferenceForm ADV
→ Matthew Edward TocksPersonMember Of The Investment Committee
Jun 1, 2014 to Sep 30, 2015inferenceForm ADV
→ Christopher Scott LaurentPersonChief Financial Officer
Mar 1, 2011 to Dec 8, 2015inferenceForm ADV
→ Lauren Kay HendricksPersonMember Of The Board Of Directors
May 1, 2005 to Jul 28, 2016inferenceForm ADV
→ Marieanne JorajuriaPersonChief Financial Officer
Feb 1, 2016 to Sep 29, 2016inferenceForm ADV
→ Brenda Elizabeth HansenPersonGeneral Counsel And Member (Non-Voting) Of The Investment Committee
Mar 1, 2016 to Jul 4, 2017inferenceForm ADV
→ Zachary Karter BishopPersonMember Of The Board Of Directors
Nov 1, 2013 to Nov 9, 2018inferenceForm ADV
→ Candace Lynn SmithPersonSenior Adviser And Member Of The Investment Committee
Aug 1, 2018 to Jan 16, 2019inferenceForm ADV
→ William David UngerPersonMember Of The Board Of Directors
Jun 1, 2014 to Jan 16, 2019inferenceForm ADV
→ Dorothy Marie VanderbeckPersonMember Of The Board Of Directors
Jul 1, 2016 to Jan 16, 2019inferenceForm ADV
→ Gerhard None PriesPersonVice-Chairman Of The Board Of Directors
Apr 1, 2003 to Mar 20, 2019inferenceForm ADV
→ Ivan Chi Mow YungPersonMember Of The Edf Investment Committee
Jan 1, 2018 to Sep 30, 2019inferenceForm ADV
→ Amir PoustinchiPersonChief Financial Officer
Jun 1, 2017 to Jan 16, 2020inferenceForm ADV
→ Andreas EichinPersonDirector Of Credit And Member Of The Investment Committee
Jan 1, 2016 to Oct 5, 2020inferenceForm ADV
→ James Alexander TorreyPersonMember Of The Board Of Directors
May 1, 2006 to Jan 14, 2021inferenceForm ADV
→ JR John Joseph BeckhamPersonChief Investment Officer And Member Of The Investment Committee
Mar 1, 2017 to Jan 14, 2021inferenceForm ADV
→ Abiskar ShresthaPersonChief Financial Officer And Director Of Risk
Jul 1, 2020 to Sep 3, 2021inferenceForm ADV
→ Monika SchererPersonGeneral Counsel, Chief Compliance Officer And Member Of The Investment Committee
Aug 1, 2017 to Nov 30, 2021inferenceForm ADV
→ Ronald Dennis CordesPersonChair Of The Board Of Directors
Jul 1, 2011 to Dec 23, 2021inferenceForm ADV
→ Phyllis R CaldwellPersonVice Chair Of The Board Of Directors
Nov 1, 2018 to Dec 23, 2021inferenceForm ADV
→ Gregory L GaeddertPersonMember Of The Board Of Directors
Nov 1, 2018 to Dec 23, 2021inferenceForm ADV
→ Mark MuckerheidePersonMember Of The Board Of Directors
Jan 1, 2019 to Dec 23, 2021inferenceForm ADV
and 26 more

Manages (2)

→ Microvest Ii-A, LPFundPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV
→ Sustainability-Finance-Real Economies Sicav-SifFundPrivate Equity Fund
Sep 30, 2015 to presentfactForm ADV

Owns (4)

← DAI Capital General Partner Holding Company, LLCFirmSole Member
Jul 1, 2008 to presentfactForm ADV
← DAI Asset Management, LLCFirmSole Member
Nov 1, 2021 to presentfactForm ADV
← DAI Global, LLCFirmSole Member
May 1, 2023 to presentfactForm ADV
← DAI Capital, LLCFirmSole Member
May 1, 2023 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 11, 2024
Person left
Michael C. Apel (Chief Executive Officer, Chief Investment Officer, Member Of The Investment Committee) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Dec 11, 2024
Person left
Gilbert Holmes Crawford (Chairman Of The Board Of Mv Holding And Member Of The Investment Committee) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Dec 1, 2024
Person joined
Mary Colleen Schroeder joined Schedule A of DAI Asset Management, LLC as President
Form ADVobserved 5 days ago
Occurred
Oct 16, 2024
Person left
Remy Nicholas Kormos (Secretary Of Microvest Capital Management Llc) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Aug 30, 2024
Person left
Peter Andrew Burbank (Risk Director) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Jun 26, 2024
Person left
Gwendolynne May Chen (Senior Counsel) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Jun 26, 2024
Person left
Gavin Edward Reid Wilson (Member Of The Board Of Mv Holding) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Oct 10, 2023
Person left
Joshua Paul Moraczewski (Chief Executive Officer, Chief Investment Officer, Member Of The Investment Committee, Member Of The Board Of Mv Holding) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Oct 1, 2023
Person joined
Gavin Edward Reid Wilson joined Schedule A of DAI Asset Management, LLC as Member Of The Board Of Mv Holding
Form ADVobserved 5 days ago
Occurred
Oct 1, 2023
Person joined
Michael C. Apel joined Schedule A of DAI Asset Management, LLC as Chief Executive Officer, Chief Investment Officer, Member Of The Investment Committee
Form ADVobserved 5 days ago
Occurred
Oct 1, 2023
Person joined
Jean Meinhard Gilson joined Schedule A of DAI Asset Management, LLC as Executive Chair Of The Board Of Mv Holding
Form ADVobserved 5 days ago
Occurred
Jul 17, 2023
Person left
Bhakti R Mirchandani (Member Of The Board, Gp Edf) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Jul 17, 2023
Person left
KIM Williams (Member Of The Board Of Mv+ Gp) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Jul 17, 2023
Person left
Bruce Crenshaw Tully (Member Of The Mvii Investment Committee) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Jul 17, 2023
Person left
W Bowman Cutter (Member Of The Investment Committee Of Mv+ Gp And Member Of The Board Of Mvii Gp) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Jul 17, 2023
Person left
John Whitlam Macintosh (Member Of The Mvii Investment Committee) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Jul 17, 2023
Person left
Richard Benjamin Butler (Member Of The Board Of Gp Sd, Mv+ Gp) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Mar 1, 2023
Person joined
Gwendolynne May Chen joined Schedule A of DAI Asset Management, LLC as Senior Counsel
Form ADVobserved 5 days ago
Occurred
Sep 30, 2022
Person left
Nathan J. Horst (Chief Investment Officer) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Sep 1, 2022
Person joined
Peter Andrew Burbank joined Schedule A of DAI Asset Management, LLC as Risk Director
Form ADVobserved 5 days ago
Occurred
May 27, 2022
Person left
J Alex Hartzler (Member Of The Board Of Mv Ii Gp) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
May 27, 2022
Person left
Roberto Jairo Norton (Chief Financial Officer) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Dec 23, 2021
Person left
Phyllis R Caldwell (Vice Chair Of The Board Of Directors) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Dec 23, 2021
Person left
Laura Petrucci (Member Of The Board Of Directors) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Dec 23, 2021
Person left
Gregory L Gaeddert (Member Of The Board Of Directors) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Dec 23, 2021
Person left
Ronald Dennis Cordes (Chair Of The Board Of Directors) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Dec 23, 2021
Person left
Mark Muckerheide (Member Of The Board Of Directors) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Nov 30, 2021
Person left
Monika Scherer (General Counsel, Chief Compliance Officer And Member Of The Investment Committee) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Nov 1, 2021
Person joined
Remy N. Kormos joined Schedule A of DAI Asset Management, LLC as General Counsel Of Mv
Form ADVobserved 5 days ago
Occurred
Nov 1, 2021
Person joined
Joshua Paul Moraczewski joined Schedule A of DAI Asset Management, LLC as Chief Operating Officer, Member Of The Board Of Mv Holding
Form ADVobserved 5 days ago
Occurred
Nov 1, 2021
Person joined
Sothara Chin joined Schedule A of DAI Asset Management, LLC as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Nov 1, 2021
Person joined
Nathan J. Horst joined Schedule A of DAI Asset Management, LLC as Chief Investment Officer
Form ADVobserved 5 days ago
Occurred
Sep 3, 2021
Person left
Abiskar Shrestha (Chief Financial Officer And Director Of Risk) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Aug 1, 2021
Person joined
Roberto Jairo Norton joined Schedule A of DAI Asset Management, LLC as Chief Financial Officer
Form ADVobserved 5 days ago
Occurred
Jan 14, 2021
Person left
JR John Joseph Beckham (Chief Investment Officer And Member Of The Investment Committee) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Jan 14, 2021
Person left
James Alexander Torrey (Member Of The Board Of Directors) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Oct 5, 2020
Person left
Andreas Eichin (Director Of Credit And Member Of The Investment Committee) no longer on Schedule A of DAI Asset Management, LLC
Form ADVobserved 5 days ago
Occurred
Oct 1, 2020
Person joined
Lynn Exton joined Schedule A of DAI Asset Management, LLC as Member Of The Edf Investment Committee
Form ADVobserved 5 days ago
Occurred
Jul 1, 2020
Person joined
Abiskar Shrestha joined Schedule A of DAI Asset Management, LLC as Chief Financial Officer And Director Of Risk
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Apr 15, 2026
Microvest Capital Management: Private Equity Funds on Form ADV 1 (2024 extract) -> 0 (roster 2026-09-01)

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Douglas James Young (Member Of The Investment Committee), Angela None Atherton (Member Of The Edf Investment Committee), Santiago Miguel Arias (Member Of The Edf Investment Committee), Angela Homsi (Member Of The Edf Investment Committee), Lynn - Exton (Chief Risk Officer And Member Of The Investment Committee), Sothara Chin (Chief Compliance Officer), Jean Meinhard Gilson (Executive Chair Of The Board Of Mv Holding), Mary Colleen Schroeder (President).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:144dc51d-105a-4fd7-939b-01dba6957704
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 46 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DAI Asset Management, LLC

Private Equity

Bethesda, MD

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:144dc51d-105a-4fd7-939b-01dba6957704

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 12:01 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Microvest Ii-A, LP

n/a

Harvest

Private Equity Fund

n/a

$5.3M