DUALITAS

Overview

Dualitas is a small, recently registered investment adviser organized as a limited liability company and registered with the SEC in 2023. The firm is owned by an individual and is classified as unclassified under the filing, which typically indicates a boutique operation that has not yet reported a standard institutional classification. Dualitas does not identify as a capital allocator, is not positioned as a pension consultant, and is not marked as an active ESG investor or a multi-state adviser on the filing. Investment activity described in the filing is focused on using third-party managers rather than running proprietary strategies in-house. The adviser indicates allocations to external hedge funds and the use of traditional mutual funds as part of portfolio construction. That profile suggests a manager-selection and manager-monitoring orientation — sourcing external managers for alternative exposures while relying on pooled retail vehicles for core strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices