Dupont Capital Management Corp is a large advisory firm based in Wilmington. It manages $26.39 billion of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Delaware.
Dupont Capital Management Corp provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dupont Capital Management Corp is $26.39 billion. The firm's AUM has grown by 31% since the beginning of its operation, and $845.93 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Dupont Capital Management Corp for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, charitable organizations, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Donna Haley Grier is pension and profit sharing plans with 10 clients and $25.89 billion of assets under management. Among the 10 most similar advisory firms, Dupont Capital Management Corp has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $26.39 billion for 19 clients. 26% of the firm’s clients are foreign persons or businesses.
Dupont Capital Management Corp also advises several private funds. Namely, one other private fund and four private equity funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $20,000,000.
The company employs 108 people that are either part- or full-time employees. 41 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Donna Haley Grier has been acting as President since 1 Feb 2012. Inc. Corteva joined the executive team most recently as the Stockholder.
The principal office where Dupont Capital Management Corp performs its advisory services is located at Delaware Corporate Center, Wilmington, DE 19803, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 302-477-6003 or by fax 302-477-6567. The normal business hours are 8am-5pm est on Monday - Friday. You can find more information about the New York firm at dupontcapital.com/.