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Dunhill Financial LLC
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CRD # | 288211 |
SEC # | 801-110590 |
CIK # | 0001948904 |
AUM | $240.6 MM (2024-07-11) |
Employees | 5 (80% Investors, 0% Brokers) |
Phone | 447514993556 |
Address | 30 Churchill Place London, United Kingdom |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 4.8 | |
ORI | 6,828.9 | 2.8 | |
MSFT | 1,918,222.4 | 2.5 | |
NVDA | 399,550.0 | 2.0 | |
GOOG | 1,482,566.4 | 1.6 | |
MA | 309,583.1 | 1.5 | |
BAC | 278,315.2 | 1.2 | |
V | 419,260.5 | 1.0 | |
AMZN | 1,092,997.8 | 1.0 | |
GOOGL | 1,475,138.5 | 0.8 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 428 | 106.3 |
(b) Individuals (high net worth individuals) | 74 | 124.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(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 | 6 | 9.6 |
(n) Other | 0 | 0.0 |
Total | 1,150 | 240.6 |
By Discretionary | ||
Discretionary | 1,150 | 240.6 |
Non-Discretionary | 0 | 0.0 |
Total | 1,150 | 240.6 |
By Non-United States Persons | ||
Non-United States Persons | 13.9 | |
United States Persons | 226.7 | |
Total | 1,150 | 240.6 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001948904] |
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