Dunlap Equity Management, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 130996
- Registered since
- June 24, 2026
- Website
- www.dunlapequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Dunlap Equity Management, LLC is an LLC that operates as a hedge fund manager and is SEC-registered in 2026. The firm is owned by an individual and targets institutional clients, offering portfolio management specifically for pooled investment vehicles. Its fee arrangement combines a percentage-of-assets management fee with performance-based fees. The firm is not identified as an active ESG investor, it is not a multi-state adviser, and it is not a capital allocator or pension consultant.
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
Contacts
1 of 1
Carter Dunlap
Portfolio ManagerCRD 1061270
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 155 Sansome St
- Time zone
- PT (UTC-8)
- Office locations
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