DUNE REAL ESTATE PARTNERS LP

RIASEC RegisteredEst. 2012
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$63.5M
Accounts
25
Employees
26
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
157455
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

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Overview

Dune Real Estate Partners LP is a real-estate-focused fund manager that sponsors and runs pooled investment vehicles for institutional investors. The firm operates as a CPO/CTA and performs portfolio management for its pooled vehicles, acting in sponsor, general partner and managing-member roles on those funds. Its business model centers on fee arrangements that combine a percentage of assets under management with performance-based fees, aligning compensation with fund returns. The adviser is classified as a real estate fund manager and is structured as a limited partnership. It targets institutional capital rather than retail accounts and is not identified as an active ESG investor. Dune Real Estate Partners LP has been SEC-registered since 2012 and is organized under domestic ownership with individual ownership interests.

Assets & Accounts

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

Owners & executives

3 of 4
  • DARREN BERK

    Chief Financial OfficerCRD 5911900

  • MICHAEL GOLIK

    Chief Compliance Officer & Assistant General CounselCRD 7891587

  • DANIEL NEIDICH

    Chief Executive OfficerCRD 1332353

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Contacts

1 of 1
  • JULIE BRENTON

    Head of Capital FormationCRD 2649330

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
640 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth