Duncan Hurst Capital Management, L.P. (San Diego)
Duncan Hurst Capital Management, L.P. is a large advisory firm based in San Diego. It manages $123.34 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of California.
Duncan Hurst Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Duncan Hurst Capital Management: assets under management
The assets under management (AUM) of Duncan Hurst Capital Management, L.P. is $123.34 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Duncan Hurst Capital Management, L.P. 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.
Indirect Owners
The SEC currently registers 2 indirect owners.Based in San Diego
The principal office where Duncan Hurst Capital Management, L.P. performs its advisory services is located at 4365 Executive Drive, San Diego, CA 92121 2100, 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 858-597-4800 or by fax 858-625-3073. The normal business hours are 6:30 am - 3:00 pm on Monday - Friday. You can find more information about the New York firm at dhcm.com.
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