DF Dent and Company Inc

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DF Dent and Company Inc
✚
CRD #105179
SEC #801-11364
CIK #0000934999
AUM 7,880.7 M (2026-06-18)
Employees 31 (52% Investors, 6% Brokers)
Fees
Minimum
Phone410-837-2544
Address400 East Pratt Street, 7th Floor
Baltimore, MD 21202-3127
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
10.08.06.04.02.00.01999200820172027
CIK Period
0000934999
Sector Form 13F Holdings Value ($B)
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 108 0.1
(b) Individuals (high net worth individuals) 903 4.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 4 0.7
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 3 0.2
(g) Pension and profit sharing plans 25 1.1
(h) Charitable organizations 64 0.5
(i) State or municipal government entities 0 0.1
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 62 0.8
(n) Other 16 0.0
Total 1,171 7.9
By Discretionary
Discretionary 1,171 7.9
Non-Discretionary 0 0.0
Total 1,171 7.9
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 7.8
Total 1,171 7.9
EDGAR Form CIK 2011 - 2026
13F-HR [0000934999]
SC 13G [0000934999]
Form 13D/13G Filer Form 13D/13G Subject Filed
DF Dent & Co Inc Goosehead Insurance Inc [2024-03-21]
DF Dent & Co Inc UTZ Brands Inc [2023-08-11]
DF Dent & Co Inc Goosehead Insurance Inc [2023-06-15]
DF Dent & Co Inc Goosehead Insurance Inc [2022-12-30]
DF Dent & Co Inc PROS Holdings Inc [2021-01-15]
DF Dent & Co Inc Brooks Automation Inc [2019-09-23]
DF Dent & Co Inc Blackline Inc [2019-01-11]
DF Dent & Co Inc Blackline Inc [2019-01-11]
DF Dent & Co Inc WageWorks Inc [2018-05-10]
DF Dent & Co Inc WageWorks Inc [2018-01-08]
View All
Firm Profile (Form ADV)
Discretionary AUM$3.6B
Clients16 (1 non-US)
ServesInstitutional, Retail
LEI2549006ZI23QRPCOYQ71
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