DUNLAP EQUITY MANAGEMENT, LLC.

RIASEC Registered
Total AUM
$56.4M
Discretionary
$56.4M
100% of AUM
Avg account
$56.4M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
130996
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Dunlap Equity Management, LLC is a privately held LLC that operates as a hedge fund manager focused on institutional clients. The firm’s advisory activity is concentrated on portfolio management for pooled investment vehicles rather than separate-account advisory. Ownership is individual rather than corporate, and the firm is not positioned as a capital allocator. Fee arrangements include a percentage-of-assets component plus performance-based fees, consistent with hedge fund compensation structures. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • CARTER DUNLAP

    Portfolio ManagerCRD 1061270

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
155 Sansome St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth