RIA Intelligence

DUNN CAPITAL MANAGEMENT, LLC

Legal name: DUNN CAPITAL MANAGEMENT

CRD #328632 SEC #801-129466 STUART, FL 772-286-4777
SEC Registered
Total AUM
$187.6M
Discretionary
$187.6M
Employees
23
Clients
0
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0
LEI
6354007QUJ4RXKFWPO02

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BERGIN, MARTIN, HAMILTONIPRESIDENTNA Control
BERGIN, MARTIN, HAMILTONIPRESIDENTNA Control
BERGIN, MARTIN, HAMILTONIPRESIDENTNA Control
DAILEY, JAMES, RUSSELLICEONA Control
DAILEY, JAMES, RUSSELLICEONA Control
DAILEY, JAMES, RUSSELLICEONA Control
DREYER, DAVID, EIGENERAL COUNSELNA Control
DREYER, DAVID, EUGENEIGENERAL COUNSEL & CCONA Control
DREYER, DAVID, EUGENEIGENERAL COUNSEL & CCONA Control
KAUPPI, DAVID, ALLENICFONA Control
KAUPPI, DAVID, ALLENICFONA Control
KAUPPI, DAVID, ALLENICFONA Control
SPRAFKIN, MELISSAICCONA Control
MARTIN H BERGIN DUNN INTEREST TRUSTDEOWNER, TRUSTEEE Control
MARTIN H BERGIN DUNN INTEREST TRUSTDEOWNER, TRUSTEEE Control
MARTIN H BERGIN DUNN INTEREST TRUSTDEOWNER, TRUSTEEE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BERGIN, MARTIN, HAMILTONIMARTIN H BERGIN DUNN INTEREST TRUSTE Control
BERGIN, MARTIN, HAMILTONIMARTIN H BERGIN DUNN INTEREST TRUSTE Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (1)

FL

Address

309 SE OSCEOLA STREET
SUITE 350
STUART, FL 34994
United States
Phone: 772-286-4777