Dupree & Company, Inc.
Firm details
- Headquarters
- Lexington, Kentucky
- CRD number
- 1697
- Registered since
- August 4, 1977
- Website
- dupree-funds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Dupree & Company, Inc. is a corporation that operates as an institutional registered investment adviser and broker-dealer. The firm is registered with the SEC and has been since 1977. Its client focus is institutional, and the firm provides portfolio management services specifically for investment companies. Compensation is structured as a percentage of assets under management. Public information indicates the business is owned by an individual and that Dupree & Company, Inc. does not position itself as an active ESG investor.
Assets & Accounts
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
3 of 9Michelle Dragoo
Vice PresidentCRD 1637435
Allen Grimes, Iii
Vice PresidentCRD 4890647
Lamar Dupree Grimes
DirectorCRD 1741495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lexington, KY
Fayette
Location
Lexington, KY
Headquartered in Lexington, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.
- Metro area
- Lexington-Fayette--Richmond--Frankfort, KY
- Region
- South
- County
- Fayette
- Address
- 125 S Mill St
- Time zone
- CT (UTC-6)
- Office locations
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