DUNN CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2024
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 is registered with the SEC as of 2024. The firm positions itself as a capital allocator serving institutional clients, with a business model that includes CPO/CTA activities and advisory work for pooled investment vehicles. It also exercises selection authority over other advisers for the strategies it oversees. The firm reports an active ESG orientation, uses a fee structure described as "other," and indicates ownership that involves both domestic entities and individuals. Dunn Capital has industry ties that include relationships with a broker-dealer and other investment adviser entities in addition to its CPO/CTA functions.

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

Owners & executives

2 of 2
  • JAMES DAILEY

    Chief Executive OfficerCRD 5819683

  • DAVID KAUPPI

    Chief Financial OfficerCRD 7180217

Contacts

2 of 2
  • MARTIN BERGIN

    PresidentCRD 5820351

  • DAVID DREYER

    General CounselCRD 7829306

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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