# DREAMS INVESTMENT SOLUTIONS

DREAMS INVESTMENT SOLUTIONS of SARASOTA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 339186
- Type: SEC-registered investment adviser
- SEC file number: 801-135153
- Location: 2070 RINGLING BLVD, 201, SARASOTA, FL, 34237
- Phone: 941-232-1837
- Latest filing: 2026-01-27
- Clients: 3

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Jacob Hampton Hardy | MANAGING PARTNER | — |
| Edward Christian Bertelsen | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/339186/brochure
- Similar advisers: https://search.stillhousedata.com/firm/339186/similar
- Related entities: https://search.stillhousedata.com/firm/339186/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/339186

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.