Feedback
Share
Link
Link copied!
Fund Codex
Dunnavan & Co.
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Dunnavan & Co. Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Minneapolis, Minnesota
$241.9 million AUM
1 office

Dunnavan & Co. is based in Minneapolis, Minnesota and has $241.9 million in assets under management.

Location
43 Main Street S.E
Suite 506
Minneapolis, MN 55414
$241.9 million
AUM
5
Employees
AUM Share
Link
Link copied!
Back to Top
$241,868,923
Assets under management
172 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 63 $24,196,811 10% $384,076
High net worth individuals 39 $135,712,489 56% $3,479,807
Pension and profit sharing plans 2 $4,913,620 2% $2,456,810
Charitable organizations 5 $76,750,576 32% $15,350,115
Other corporations or businesses 1 $295,427 0% $295,427
Employees Share
Link
Link copied!
Back to Top
5
Employees
4
Investment analysts
80% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$241,868,923
Assets under management
$48,373,785
AUM per employee
$60,467,231
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Dunnavan & Co. makes money through the following ways:

  • Percentage of AUM
  • Minimum fee of $10
  • 000
Services offered

Dunnavan & Co. provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Firm data Share
Link
Link copied!
CRD number 109,058
SEC number 801-14602
Legal structure Corporation
Legal governance Minnesota, United States
Latest ADV filing date May 18, 2020

Additional Funds

See all...
Brewer Lane Management, LLC
Fund: Under $1 billion
Kiker Wealth Management, LLC
Fund: $124,929,455
Lefavi Wealth Management
Fund: $302,469,101
Hartford Funds
Fund: $3,262,805,991
16TH Amendment Advisors LLC
Fund: $117,043,519
Forester Capital, L.L.C.
Fund: $1,858,033,047
Trafalgar Copley Limited
Fund: Under $1 billion
Victory Capital Management Inc.
Fund: $157,607,781,669

Other Funds

See all...
Arcadia Investment Partners
Fund: $1,054,322,371
Mclean Asset Management Corp.
Fund: $845,427,179
Qarma Technology, Inc.
Fund: Under $1 billion
Waterous Energy Fund
Fund: Under $1 billion
Saxon Securities LLC
Fund: $94,018,888
Opus Investment Management LLC
Fund: Under $1 billion
GMT Capital Corp.
Fund: $5,854,706,148

All of Fund Codex

See all...

Similar Funds to Dunnavan & Co.

See all...
Ruth Asset Management CO LLC
Fund: Under $1 billion
Smith Whiley & CO
Fund: Under $1 billion
Sanford C. Bernstein & Co., LLC
Fund: $7,381,461,809
Buckland Partners Management Co.
Fund: Under $1 billion
GCP Advisory & Co. (Cayman) LTD.
Fund: Under $1 billion
Dunnavan & Co.
Fund: $241,868,923
Lupin Investment Co. LTD.
Fund: Under $1 billion
Prax Capital Management Co.
Fund: Under $1 billion