DUNBAR
Firm details
- Headquarters
- HICKSVILLE, New York
- CRD number
- 338510
- Registered since
- August 29, 2025
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2RICHARD KRUMHOLZ
CRD 5174236
ANDREW KRUMHOLZ
CRD 5548893
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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