Our Story
Built for families who
live between worlds.
9D Capital was founded on a simple premise: international families deserve a financial partner who understands the full complexity of cross-border wealth.
Our Philosophy
Nine Dimensions of
Wealth Management
True wealth management extends far beyond investment returns. It encompasses your complete financial life — from tax efficiency and estate planning to risk management and philanthropic legacy. At 9D Capital, we integrate twelve service disciplines into a single, coherent strategy because your financial life doesn't exist in silos.
Every client receives a bespoke strategy that addresses their unique circumstances, whether navigating cross-border tax treaties, structuring multi-generational wealth transfers, or accessing institutional-quality private market investments.
Independence & Fiduciary
Independence by Design
As an independent Registered Investment Adviser, 9D Capital is free from the conflicts that plague larger institutions. We have no proprietary products to sell, no corporate mandates to follow, and no quotas to meet. Our only obligation is to you.
This independence allows us to build truly objective strategies — selecting the best solutions from across the financial landscape, whether that means institutional managers, private market opportunities, or carefully structured insurance solutions.
Global Reach
Headquartered in New York.
Serving the world.
Asia Pacific
Greater China, Southeast Asia, Japan, Korea
Middle East
Saudi Arabia, UAE, Gulf Cooperation Council
Europe
United Kingdom, Continental Europe, Scandinavia
Americas
New York headquarters, U.S. domestic & Latin America
Institutional Custody
SEI Private Trust Company
Your assets are custodied by SEI Private Trust Company — one of the largest and most respected custodians in the world, with over $1.2 trillion in assets under administration. SEI provides institutional-grade protection, transparent reporting, and complete separation of your assets from our firm.
This means your investments are held independently, providing an additional layer of security and transparency that sets the standard for fiduciary wealth management.
Our Commitment
Fiduciary. Always.
As a Registered Investment Adviser (CRD #308524), we are legally and ethically bound to act in your best interest. This fiduciary duty is not a marketing message — it is the foundation of every recommendation we make, every portfolio we construct, and every relationship we build.
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