Dunlap Equity Management, LLC. (San Francisco)

Dunlap Equity Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dunlap Equity Management: assets under management

The assets under management (AUM) of Dunlap Equity Management, LLC. is $44.21 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $44.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.1 million each.

Dunlap Equity Management has custody of $33.18 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dunlap Equity Management, LLC. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Dunlap Equity Management, LLC. performs its advisory services is located at 199 Fremont Street, San Francisco, CA 94105 6641, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-568-9600 or by fax 415-568-9601. The normal business hours are 7:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at dunlapequity.com.

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