DUMONT GLOBAL LP

RIASEC RegisteredEst. 2020
Total AUM
$111M
Discretionary
$111M
100% of AUM
Avg account
$111M
Accounts
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
305883
Registered since
January 14, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI77.48%
  • Pooled Investment Vehicles22.52%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Dumont Global LP is a hedge fund–style advisory operating as a limited partnership that focuses on institutional clients and pooled investment vehicles. The firm blends separate managed account work with sponsorship and management of its own pooled vehicle(s), and its business model combines traditional percentage-of-AUM fees with performance-based compensation. Investment activity centers on publicly traded equities through exchange-traded securities, while the firm also maintains exposure to private-market strategies via allocations to private equity and venture capital and positions in commodities. The firm’s reporting shows it acts as both manager and sponsor/GP for pooled vehicles, which suggests an active role in structuring and operating at least one fund vehicle in addition to managing discretionary separate accounts. Dumont Global LP’s advisory scope includes portfolio management for individuals and small businesses as well as for pooled investment vehicles, indicating flexibility to run concentrated institutional-style mandates alongside pooled strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Non-Exchange Traded Equities 5%95%
  • Exchange Traded Equities95%
  • Non-Exchange Traded Equities5%

Contacts

1 of 1
  • RICHARD YETTER

    Founder & Portfolio ManagerCRD 5154746

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
261 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth