Dunedain Capital L.L.C.

RIASEC Registered
Total AUM
$181K
Discretionary
$181K
100% of AUM
Avg account
$181K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
326651
Fee structure
Hourly Charges, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Dunedain Capital L.L.C. is a small, privately owned investment adviser that operates as the sponsor and manager of a single pooled vehicle. The firm’s client focus is institutional, and its advisory services span financial planning and portfolio management for individuals, small businesses and pooled investment vehicles. Fee arrangements combine hourly charges with performance-based fees, which indicates a structure designed to align manager compensation with fund results for at least some client relationships. Investment activity centers on running and allocating to alternative strategies. The firm serves as the sponsor, general partner and managing member of its hedge fund vehicle and also leverages third‑party managers for real estate exposure. Dunedain Capital does not position itself as an active ESG investor and it is not registered as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Contacts

1 of 1
  • William Walsh

    William Walsh

    Investment Adviser RepresentativeCRD 7730706

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

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth