DUNHILL & COMPANY, LLC

Overview

Dunhill & Company, LLC is a small independent registered investment adviser that focuses on individual and family clients. The firm functions as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, and the selection of outside managers. Its investment posture favors equities, with exchange-traded securities representing the largest bucket of assets under management. The firm does not identify as an active ESG investor and operates as a single-state adviser. On the business side, Dunhill & Company uses a mixed fee model that includes percentage-of-AUM billing alongside hourly and other fee arrangements. The firm also maintains a real estate broker affiliation, which complements its ability to source or advise on real estate-related investments and allocations to third-party real estate managers.

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Public Holdings

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Location & Offices