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Dune Capital Management LP (New York)


Dune Capital Management LP is a large advisory firm based in New York. It manages $192.4 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Dune Capital Management provides portfolio management for pooled investment vehicles and portfolio management for separately managed account. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dune Capital Management: assets under management

The assets under management (AUM) of Dune Capital Management LP is $192.4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $192.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.49 million each.
Dune Capital Management has custody of $35.9 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dune Capital Management LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Dune Capital Management LP performs its advisory services is located at 623 Fifth Avenue, New York, NY 10022, 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 212-301-8335 or by fax 917-398-1499. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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