Dunhill Financial LLC

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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
CIK Period
0001948904
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Apple Inc 2,382,844.0 4.8
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Microsoft Corp 1,918,222.4 2.5
Nvidia Corp 399,550.0 2.0
Alphabet Inc 1,482,566.4 1.6
Mastercard Inc 309,583.1 1.5
Bank of America Corp /DE/ 278,315.2 1.2
VISA Inc 419,260.5 1.0
Amazon Com Inc 1,092,997.8 1.0
Alphabet Inc 1,475,138.5 0.8
Priceline Com Inc 74,682.6 0.6
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 428 106.3
(b) Individuals (high net worth individuals) 74 124.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 6 9.6
(n) Other 0 0.0
Total 1,150 240.6
By Discretionary
Discretionary 1,150 240.6
Non-Discretionary 0 0.0
Total 1,150 240.6
By Non-United States Persons
Non-United States Persons 13.9
United States Persons 226.7
Total 1,150 240.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001948904]
Comparable Firms State AUM ($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
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