Dunhill Financial LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Dunhill Financial LLC
CRD #288211
SEC #801-110590
CIK #0001948904
AUM $240.6 MM (2024-07-11)
Employees 5 (80% Investors, 0% Brokers)
Phone447514993556
Address30 Churchill Place
London, United Kingdom
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
2502001501005002009201420192025
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 ($MM)
170136102683402021202220232025
AUM Breakdown Accounts AUM ($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
13F-HR [0001948904]
Comparable Firms State AUM ($BB)
Pack Private Wealth LLC
MN 0.2
Timecapital Investor Advisory Services Inc
NY 0.2
Green Ridge Wealth Planning LLC
NJ 0.2
Smith Brown & Groover Inc
GA 0.2
Crescent Advisor Group Inc
TX 0.2
Alpine Capital Strategies LLC
NY 0.2
Hoertkorn Richard Charles
CA 0.2
Investment Planning Advisors
GA 0.2
Columbia Advisory Partners LLC
WA 0.2
Abbot Financial Management Inc
MA 0.2
Terms | Privacy | Guide
tony@aum13f.com