DUNBAR

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HICKSVILLE, New York
CRD number
338510
Registered since
August 29, 2025

Firm profile

FINTRX

Overview

Dunbar is structured as a limited liability company and is registered with the SEC as of 2025. The firm operates primarily as a sponsor and advisor to private funds rather than as a traditional retail RIA: it does not report retail client accounts and is not designated as a capital allocator. Public disclosures identify the firm as non-ESG-focused and not operating across multiple states under adviser registration, which suggests a concentrated, fund-led model rather than broad national advisory distribution. Investment activity centers on private equity vehicles. The firm does not list conventional advisory business lines or pension consulting services, and it is not flagged as a related adviser to other entities. That combination points to a manager that sources, structures and runs private equity investments for a defined investor base rather than offering model portfolios, wrap accounts or separately managed account programs to retail or mass-affluent clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • RICHARD KRUMHOLZ

    CRD 5174236

  • ANDREW KRUMHOLZ

    CRD 5548893

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HICKSVILLE, NY

NASSAU

Location

HICKSVILLE, NY

Headquartered in HICKSVILLE, 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
NASSAU
Address
60 N Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth