Special Equities Group - aVenture Asset Manager Research
Special Equities Group
Operating Status: Operating
SEG: An investment advisory firm specializing in microcap market, aiming for outsized returns and long-term partnerships.
Location
Pelham, NY, US
Founded
2009
Special Equities Group (SEG) focuses on microcap investments, specializing in under-followed and undiscovered market dislocations. As a division of Dawson James Securities, Inc., SEG aims to achieve outsized returns for investors while creating long-term partnerships with corporate clients. The firm has particular expertise in guiding companies through the up-listing process from OTCBB to national exchanges.
SEG's portfolio includes notable companies such as Iconic Brands and Srax, with total investments of $3,125,000 and $5,500,000 respectively. The firm typically participates in post-IPO equity rounds, leveraging its deep-rooted experience and network of dedicated co-investors to add value beyond capital. SEG's approach emphasizes building value through relationships and partnering with companies throughout their growth journey.
Special Equities Group - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
