DANCOURT MANAGEMENT, LLC

Overview

Dancourt Management, LLC is a small, equity-focused registered adviser that provides fee-based portfolio management primarily to individuals and families, with additional work for small businesses and institutional clients. The firm runs client mandates on a discretionary basis, allocating the vast majority of capital to exchange-traded equities and related vehicles. Dancourt does not position itself as an ESG investor, and it is not structured as a multi-state advisory platform or a pension consultant. Its business model centers on managing client portfolios for a limited client base under a percentage-of-AUM fee arrangement. Investment activity shows a clear preference for public-market equity exposure delivered through exchange-traded vehicles, with supplemental exposure to mutual funds and selected private equity commitments routed to external third-party managers. Dancourt does not appear to operate as a capital allocator or fund sponsor; instead, it deploys client capital into third-party alternative managers when private equity exposure is desired.

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Public Holdings

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Location & Offices