Dundas Global Investors

RIASEC RegisteredEst. 2015

Total AUM

$2.5B

Discretionary

$2.3B

92% of AUM

Avg account

$181M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Edinburgh,
CRD number: 197522
Registered since: May 19, 2015
Website: dundasglobal.com
Custodians: STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles84.02%
Other Investment Advisers8.47%
State / Municipal Government6.66%
Charitable Organizations0.85%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Dundas Global Investors is a limited liability partnership that has been SEC-registered since 2015 and operates with a fee model tied to assets under management. The firm’s client profile is institutional, though its registered advisory activities include portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. Dundas is flagged as an active ESG investor and shows a clear preference for equity instruments, particularly exchange-traded equities and separately managed account structures. The ownership is listed as a mix of foreign entity and individual interests.