Dumont Global Lp
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Overview
Dumont Global Lp operates as a financial advisor firm headquartered in New York, New York. Dumont Global Lp controls $102.2 million in total assets across three accounts, placing it in the mid-tier of financial advisory firms in the country by assets under management (AUM). Dumont Global Lp does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as options, bonds and stocks.
Dumont Global Lp manages all of the company's accounts on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make transaction decisions without needing to seek client permission. The firm's typical account size is $34.1 million.
The company's central office is located at 110 E 25Th Street, New York, New York 10010.
Assets Under Management
Disclosures
Office Location
Dumont Global Lp by the Numbers
$102.2 million
3
$34.1 million
Fee Structure
Fees for financial management largely are based on the type of services provided. However, fee types charged by the company may include some blend of the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles. Out of its three clients, Dumont Global Lp's largest client type by number of accounts is pooled investment vehicles. None of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Dumont Global Lp does not have any disclosures.
Please visit its Form ADV for more details.
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