DUMAINE INVESTMENTS LLC

Overview

Dumaine Investments LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2019. The firm serves individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and periodic published commentary. It manages both discretionary and non-discretionary relationships and charges clients by percentage of assets under management and by fixed fees. Investment activity is centered on liquid public equities and ETFs as the primary building blocks of portfolios, supplemented by targeted allocations to alternative vehicles and third-party private placements. The firm is not positioned as a capital allocator or pension consultant and does not report an active ESG investment policy. Dumaine runs both managed accounts and model-based solutions, favoring transparent, exchange-traded instruments where practicable while retaining flexibility to place clients into private or illiquid opportunities when appropriate for client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices