Dunn Capital Management

RIASEC RegisteredEst. 2024
Total AUM
$269M
Discretionary
$269M
100% of AUM
Avg account
$269M
Accounts
1
Employees
27
Advisory reps
4

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

FINTRX

Overview

Dunn Capital Management LLC is an SEC-registered institutional registered investment adviser organized as an LLC and registered in 2024. The firm positions itself as a capital allocator serving institutional clients and reports an alternative fee structure. It identifies as an active ESG investor. The firm operates in commodity and pooled-vehicle strategies under CPO/CTA business activities and provides portfolio management for pooled investment vehicles as well as selection of other advisers. Regulatory and industry affiliations include broker‑dealer, other investment adviser, and CPO/CTA relationships, which suggests a mix of proprietary management and third‑party manager use in executing its strategies.

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
  • James Dailey

    James Dailey

    Chief Executive OfficerCRD 5819683

  • David Kauppi

    David Kauppi

    Chief Financial OfficerCRD 7180217

Contacts

2 of 2
  • Martin Bergin

    PresidentCRD 5820351

  • David Dreyer

    General CounselCRD 7829306

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth