411 Theodore Fremd Ave.
Suite 125
Rye, New York 10580
Tel: 914-269-2020
DUNES POINT CAPITAL, LP, formally registered with the SEC as DUNES POINT CAPITAL, LP. The firm was established in 04/04/2016. They have over 1 offices throughout the country.
DUNES POINT CAPITAL, L.P. is a Rye, New York based Financial Planning firm with nearly $2,023,763,308 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 28 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172538 |
| SEC# | 801-107563 |
| Assets Managed by Firm | $2,023,763,308 |
| No. of Clients | 7 |
| No. of Advisors | 28 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7 | $2,023,763,308 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
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