Dunn Capital Management LLC

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Assets, Funds, Holdings

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Dunn Capital Management LLC
CRD #328632
SEC #801-129466
CIK #
AUM 269.0 M (2026-03-19)
Employees 27 (22% Investors, 19% Brokers)
Phone772-286-4777
Address309 SE Osceola Street
Stuart, FL 34994
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
3002401801206002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 1 269.0
(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 0 0.0
(n) Other 0 0.0
Total 1 269.0
By Discretionary
Discretionary 1 269.0
Non-Discretionary 0 0.0
Total 1 269.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 269.0
Total 1 269.0
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesInstitutional
LEI6354007QUJ4RXKFWPO02
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