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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

DYSON CAPITAL ADVISORS, LLC

CRD 152532

ALEXANDRIA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:15e85401-2129-1ff7-bb80-ce6da91ec2f7

Data as of Apr 21, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 7
On other graphs: 1
Observed: Mar 29, 2012 to Apr 21, 2022
18 observations

Across DFX

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

Private Equityidentity

Dyson Capital Advisors, LLC

Private equity manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $3.5BItem 5.F on the latest filing (2022-04-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $689M
Private client RAUM: $3.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 28
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 71
Individual clients: 0
High net worth clients: 77
Private funds: 4Schedule D 7.B(1)
Private fund GAV: $33.3Mgross asset value as reported per fund; never fund size
Custody, client assets: $105M
SEC number: 801-71649
CRD: 152532
Filings on the tape: 18
First filed: Mar 29, 2012
Latest filed: Apr 21, 2022
Organised: Limited Liability Company, Virginia

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DARLING, EDWARD, SCOTT	CLIENT SERVICE DIRECTOR	B	yes	01/2009	Mar 29, 2012	Apr 21, 2022
PERRINS, NICHOLAS, DYSON	MANAGING MEMBER	D	yes	05/2007	Mar 29, 2012	Apr 21, 2022
SHAH, SAURABHA, INDRAVADAN	CHIEF INVESTMENT OFFICER	B	yes	03/2013	Mar 27, 2013	Apr 21, 2022
Kucer, Sheryl	CHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATRIVE OFFICER	Na	no	05/2021	Aug 16, 2021	Apr 21, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 30, 2022	$3.5B	$689M	28	10	0	4	$33.3M
2020	Mar 30, 2021	$2.8B	$491M	28	10	0	3	$13.4M
2019	Mar 27, 2020	$2.5B	$391M	22	7	0	1	$5.2M
2018	Mar 29, 2019	$1.7B	$237M	19	6	0	1	$5.2M
2017	Mar 27, 2018	$1.7B	$237M	17	6	0	n/a	n/a
2016	Mar 24, 2017	$1.4B	$200M	18	6	n/a	n/a	n/a
2015	Mar 25, 2016	$1.2B	$198M	14	6	n/a	n/a	n/a
2014	Mar 27, 2015	$1.0B	$183M	13	6	n/a	n/a	n/a
2013	Mar 27, 2014	$910M	$174M	13	5	n/a	n/a	n/a
2012	Mar 27, 2013	$811M	$164M	11	4	n/a	n/a	n/a
2011	Mar 29, 2012	$493M	$158M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$3.5B	$2.8B	25.8%	$1.7B	26.2%	28	28	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Pathstone	2	Aug 29, 2022	Aug 29, 2022	ALEXANDRIA, VA	Team lift out	RIA to RIA	100.0%

Relationships

Controls (3)

← SHAH, SAURABHA, INDRAVADANOwnerCHIEF INVESTMENT OFFICER, ownership code B, individual
Mar 27, 2013 to presentfactForm ADV
← PERRINS, NICHOLAS, DYSONOwnerMANAGING MEMBER, ownership code D, individual
Mar 29, 2012 to presentfactForm ADV
← DARLING, EDWARD, SCOTTOwnerCLIENT SERVICE DIRECTOR, ownership code B, individual
Mar 29, 2012 to presentfactForm ADV

Owns (1)

← Kucer, SherylOwnerCHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATRIVE OFFICER, ownership code NA, individual
Aug 16, 2021 to presentfactForm ADV

Moved with (1)

→ PATHSTONERegistered adviser2 advisors, team lift out, same day
Aug 29, 2022 to Aug 29, 2022factForm ADV

Registered with (3)

← ELEANOR HAWKINS MAGUIREAdvisorregistration: previous registration
Apr 1, 2019 to Aug 29, 2022factForm ADV
← HENRY ANDERSON DUDLEYAdvisorregistration: previous registration
Apr 11, 2013 to Aug 29, 2022factForm ADV
← MEGAN NICOLE KELLYAdvisorregistration: previous registration
Aug 10, 2018 to Jul 28, 2021factForm ADV

Dated events

Occurred
Aug 29, 2022
Team lift-out
2 advisors left Dyson Capital Advisors, LLC (Alexandria, VA) for Pathstone on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Aug 29, 2022
Advisor changed firm
Henry Anderson Dudley left Dyson Capital Advisors, Llc for Pathstone (registered 2022-08-15)
Form ADVobserved 6 days ago
Occurred
Aug 29, 2022
Advisor changed firm
Eleanor Hawkins Maguire left Dyson Capital Advisors, Llc for Pathstone (registered 2022-08-29)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Regulatory AUM changed
Dyson Capital Advisors, Llc reported RAUM $3.5B, up 26% from $2.8B (2021-08-16 to 2022-03-30)
Form ADVobserved 6 days ago
$717M
Occurred
Aug 16, 2021
Control person left
Patrick Joseph Iii Hanson (Vice President Of Finance/Chief Compliance Officer) no longer on Schedule A of Dyson Capital Advisors, Llc (listed 2021-06-14, absent 2021-08-16)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2020
Regulatory AUM changed
Dyson Capital Advisors, Llc reported RAUM $2.5B, up 42% from $1.7B (2019-03-29 to 2020-03-27)
Form ADVobserved 6 days ago
$725M
Occurred
Mar 27, 2018
Regulatory AUM changed
Dyson Capital Advisors, Llc reported RAUM $1.7B, up 25% from $1.4B (2017-03-24 to 2018-03-27)
Form ADVobserved 6 days ago
$345M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:15e85401-2129-1ff7-bb80-ce6da91ec2f7
First observed: Mar 29, 2012
Last observed: Apr 21, 2022 53 months ago
Source families: Federal regulator filings
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.

DYSON CAPITAL ADVISORS, LLC

CRD 152532

ALEXANDRIA, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:15e85401-2129-1ff7-bb80-ce6da91ec2f7

Data as of Apr 21, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:33 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DARLING, EDWARD, SCOTT

CLIENT SERVICE DIRECTOR

yes

01/2009

Mar 29, 2012

Apr 21, 2022

PERRINS, NICHOLAS, DYSON

MANAGING MEMBER

yes

05/2007

Mar 29, 2012

Apr 21, 2022

SHAH, SAURABHA, INDRAVADAN

CHIEF INVESTMENT OFFICER

yes

03/2013

Mar 27, 2013

Apr 21, 2022

Kucer, Sheryl

CHIEF COMPLIANCE OFFICER/CHIEF ADMINISTRATRIVE OFFICER

05/2021

Aug 16, 2021

Apr 21, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 30, 2022

$3.5B

$689M

$33.3M

2020

Mar 30, 2021

$2.8B

$491M

$13.4M

2019

Mar 27, 2020

$2.5B

$391M

$5.2M

2018

Mar 29, 2019

$1.7B

$237M

$5.2M

2017

Mar 27, 2018

$1.7B

$237M

n/a

2016

Mar 24, 2017

$1.4B

$200M

n/a

2015

Mar 25, 2016

$1.2B

$198M

n/a

2014

Mar 27, 2015

$1.0B

$183M

n/a

2013

Mar 27, 2014

$910M

$174M

n/a

2012

Mar 27, 2013

$811M

$164M

n/a

2011

Mar 29, 2012

$493M

$158M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$3.5B

$2.8B

25.8%

$1.7B

26.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Pathstone

Aug 29, 2022

ALEXANDRIA, VA

Team lift out

RIA to RIA

100.0%