Dyad Capital manages a concentrated strategy focused on energy, infrastructure, and national capability.

Investing in the systems shaping the next decade.

Dyad Capital manages a concentrated strategy focused on energy, infrastructure, and national capability.

Investing in the systems shaping the next decade.

Dyad Capital is a research-driven investment firm focused on emerging technologies, systems, and scientific innovation. 

Dyad Capital is a research-driven investment firm focused on emerging technologies, systems, and scientific innovation. 

Dyad Capital is a research-driven investment firm focused on emerging technologies, systems, and scientific innovation. 

Turning frontier research into investment insight.

$0M

$0M

Assets Under Management

A cartoon character wearing a blue shirt and a blue hat
A cartoon character wearing a blue shirt and a blue hat
A cartoon character with a weird haircut
A cartoon character with a weird haircut
A person wearing a green frog costume
A cartoon character wearing a purple shirt and a red headband
A cartoon character wearing a purple shirt and a red headband

Inspired by Research Across America’s National Laboratory Ecosystem

Positioning around structural shifts rather than market cycles.

0%

Research-Driven

We focus on real-world systems where capital, necessity, and technological change converge.

  • //DYAD

  • Dyad Capital LLC is an independent investment advisory firm and is not affiliated with, endorsed by, or sponsored by any national laboratory, government agency, research institution, or defense organization. Any references to research, technologies, publications, or concepts associated with national laboratories or other institutions are derived solely from publicly available information, academic papers, open-source research, and publicly accessible materials. Dyad Capital’s investment strategies, views, and analyses are independently developed and do not represent the views, positions, or involvement of any referenced institution or organization.

OUR PROCESS

We consume research from national laboratories, industry leaders, and advanced research ecosystems to identify emerging technologies and convert them into investable public market themes.

// 01

Research & Intelligence Gathering

Research

We continuously consume research from national laboratories, scientific institutions, infrastructure operators, and industrial ecosystems to identify emerging technological and systemic shifts.

// 02

Direct Industry Engagement

// 03

Theme Development

// 04

Mapping & Portfolio Construction

// 01

Research

Research & Intelligence Gathering

We continuously consume research from national laboratories, scientific institutions, infrastructure operators, and industrial ecosystems to identify emerging technological and systemic shifts.

// 02

Direct Industry Engagement

// 03

Theme Development

// 04

Mapping & Portfolio Construction

Invest Today In The Big Ideas Of Tomorrow

We are a research-driven investment firm focused on the systems, infrastructure, and technologies shaping the next industrial era.

In a world driven by innovation, we believe investors need to be on the right side of change.

RYAN F. KAHN

Co-Founder & CEO

Ryan Kahn, ChFC is Managing Partner at Dyad Capital, where he leads investment architecture and client portfolio strategy within the firm’s research-driven advisory platform. His work focuses on translating institutional-grade research frameworks into actionable, long-term portfolio design for clients across private wealth and institutional channels. Prior to Dyad, Ryan held investment and advisory roles at Thornburg Investment Management, Morgan Stanley, and Raymond James. He holds a B.A. in Psychology from the University of New Mexico and the Chartered Financial Consultant (ChFC) designation.

RYAN F. KAHN

Co-Founder & CEO

purple and green light gradient
RYAN F. KAHN

Co-Founder & CEO

Ryan Kahn, ChFC is Managing Partner at Dyad Capital, where he leads investment architecture and client portfolio strategy within the firm’s research-driven advisory platform. His work focuses on translating institutional-grade research frameworks into actionable, long-term portfolio design for clients across private wealth and institutional channels. Prior to Dyad, Ryan held investment and advisory roles at Thornburg Investment Management, Morgan Stanley, and Raymond James. He holds a B.A. in Psychology from the University of New Mexico and the Chartered Financial Consultant (ChFC) designation.

RYAN F. KAHN

Co-Founder & CEO

purple and green light gradient
QUINN H. KAHN

Co-Founder & CIO

Quinn Kahn is Managing Partner at Dyad Capital, overseeing research systems, operational infrastructure, and the firm’s internal “lab” framework for investment development. He leads the integration of data, portfolio engineering, and advisory operations, building scalable processes that support Dyad’s research-first approach to wealth and institutional management. Prior to Dyad, Quinn worked in investment roles at Thornburg Investment Management, UBS, and Morgan Stanley. He holds a B.A. in Psychology from the University of New Mexico.

QUINN H. KAHN

Co-Founder & CIO

purple and green light gradient
QUINN H. KAHN

Co-Founder & CIO

Quinn Kahn is Managing Partner at Dyad Capital, overseeing research systems, operational infrastructure, and the firm’s internal “lab” framework for investment development. He leads the integration of data, portfolio engineering, and advisory operations, building scalable processes that support Dyad’s research-first approach to wealth and institutional management. Prior to Dyad, Quinn worked in investment roles at Thornburg Investment Management, UBS, and Morgan Stanley. He holds a B.A. in Psychology from the University of New Mexico.

QUINN H. KAHN

Co-Founder & CIO

purple and green light gradient

COMMON QUERIES

Find answers to questions here.

Everything you need to know.

What is the Dyad Labs Strategy?

The Dyad Labs Strategy is a concentrated thematic SMA developed by Dyad Capital focused on long-duration shifts across energy systems, industrial infrastructure, national capability, and advanced research ecosystems.

What is an SMA?

How does Dyad Capital conduct research?

What types of companies does the Dyad Labs Strategy invest in?

What makes the Dyad Labs Strategy different from traditional thematic investing?

What is the investment horizon of the strategy?

What is the minimum investment size?

Investing in the systems shaping the next decade.

Follow Us:

Investing in the systems shaping the next decade.

Follow Us:

Investing in the systems shaping the next decade.

Follow Us: