Dundas Global Investors

RIASEC RegisteredEst. 2015

Total AUM

$2.4B

Discretionary

$2.2B

93% of AUM

Avg account

$169M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Edinburgh,
CRD number: 197522
Registered since: May 19, 2015
Website: dundasglobal.com
Custodians: STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles84.51%
State / Municipal Government7.45%
Other Investment Advisers7.11%
Charitable Organizations0.93%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Dundas Global Investors is an SEC-registered institutional RIA organized as a limited liability partnership and in operation since 2015. The firm serves institutional clients and structures its advisory fees as a percentage of AUM. Its advisory mandate covers separate account portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutional clients. The firm is flagged as an active ESG investor and is owned by a combination of a foreign entity and an individual. It is not structured as a capital allocator.