Dunn Capital Management
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
James Dailey
Chief Executive OfficerCRD 5819683

David Kauppi
Chief Financial OfficerCRD 7180217
Contacts
2 of 2Martin Bergin
PresidentCRD 5820351
David Dreyer
General CounselCRD 7829306
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Spectra Investment Management, LLC
RIAStuart, FL
Victrix Investment Advisors
RIAStuart, FL
Fogel Capital Management Inc
RIAStuart, FL
Ralicki Wealth Management & Trust Services
RIAStuart, FL
Peak Capital Management
RIAStuart, FL
Integritt Wealth Management, LLC
RIAStuart, FL