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DUNLAP EQUITY MANAGEMENT, LLC.
CRD 130996 · SEC 801-65244
155 SANSOME ST, SUITE 810, SAN FRANCISCO, CA, 94104, United States
Phone
415-568-9600
Fax
415-568-9601
Registration
— (—)
Source
State registered
Total AUM
$56.4M
Discretionary AUM
$56.4M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $56.4M |
All web addresses on file
Official SEC filing: View on IAPD