Dunn Capital Management

RIASEC Registered
Total AUM
$269M
Discretionary
$269M
100% of AUM
Avg account
$269M
Accounts
1
Employees
27
Advisory reps
4

Firm details

Headquarters
Stuart, Florida
CRD number
328632
Registered since
February 16, 2024
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Dunn Capital Management is organized as a limited liability company and operates as an institutional registered investment adviser. The firm is registered with the SEC in 2024. Its client base is institutional, and the business profile emphasizes commodity-focused activity as a CPO/CTA while also providing portfolio management for pooled investment vehicles and selecting other advisers on behalf of those vehicles. Dunn Capital identifies as a capital allocator and reports being an active ESG investor. The firm lists its fee structure as "Other," indicating non-standard or bespoke compensation arrangements, and notes affiliations that include a broker-dealer, other investment adviser entities, and CPO/CTA relationships.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

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Contacts

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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

Stuart, FL

Martin

Location

Stuart, FL

Headquartered in Stuart, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Martin
Address
309 Se Osceola St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth