DUNES POINT CAPITAL, L.P.

RIASEC RegisteredEst. 2016
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$285M
Accounts
9
Employees
37
Advisory reps
6

Firm details

Headquarters
RYE, New York
CRD number
172538
Registered since
April 4, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Dunes Point Capital, L.P. is a private equity manager organized as a limited partnership and registered with the SEC in 2016. The firm operates primarily as an allocator and sponsor of pooled investment vehicles, acting as general partner and managing member for its funds. Its advisory work centers on portfolio management for pooled vehicles rather than individual retail accounts, and its client base is institutional. Investment activity is concentrated in private equity: the firm structures and manages closed funds and serves in a capital-allocating capacity. Dunes Point Capital, L.P. charges a combination of percentage-of-AUM and performance-based fees consistent with private fund economics. It also identifies as an active ESG investor, which suggests ESG considerations are incorporated into due diligence, portfolio monitoring and reporting across its fund sleeves.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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
  • IRENE WILLARD

    Chief Financial OfficerCRD 5981886

  • TIMOTHY WHITE

    Chief Executive Officer​ and Chief Investment OfficerCRD 2571934

Contacts

3 of 4
  • NICHOLAS BUNN

    Managing DirectorCRD 5576403

  • JAMES BAKER

    Managing DirectorCRD 3045703

  • MICHAEL SEXTON

    Managing DirectorCRD 4810514

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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

RYE, NY

WESTCHESTER

Location

RYE, NY

Headquartered in RYE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
411 Theodore Fremd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth