Independent Investment Manager Dipsea Capital, LLC is an independent investment manager and Registered Investment Advisor founded in 2007, led by a veteran CIO with a long track record. Potential sales angle: offer enhanced advisory services, risk-managed solutions, and outsourced chief investment officer (OCIO) capabilities tailored for wealth managers or family offices seeking experienced asset management.

Quantitative Relative Value Utilizes advanced quantitative modeling and a relative value approach with long and short positions in short-dated options on US equity indices and large-cap stocks. Potential sales angle: partner or provide data, analytics, or research services to complement their strategy, or offer structured product solutions that align with their risk profile.

Non-Correlated Returns Claims non-correlated returns across market conditions, enhancing diversification for client portfolios. Potential sales angle: position as a segment that complements equity and fixed income allocations, targeting advisors and family offices seeking improved portfolio diversification and downside protection.

Small Team, High Experience Leads a compact team with 92 combined years of trading and operations experience, suggesting a high-touch, risk-conscious management style. Potential sales angle: offer scalable tech, security, compliance, and reporting solutions that fit a lean operation while preserving control and oversight.

Growth Readiness Revenue is reported in the 10M-25M range with notable capital markets activity, indicating potential for scale, onboarding more strategies, or white-label partnerships. Potential sales angle: present growth-enabled services such as enhanced CRM, OMS/EMS integrations, outsourced marketing, or strategic partnerships to support scalability and client acquisition.