DUNLAP EQUITY MANAGEMENT, LLC.
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 130996
- Website
- www.dunlapequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1CARTER DUNLAP
Portfolio ManagerCRD 1061270
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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