Carter Dunlap is a registered investment advisor at Dunlap Equity Management, LLC., based in San Francisco, CA, with 22 years of industry experience. Carter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $79M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. The firm also receives 15% of net profits (including both realized and unrealized gains and losses) otherwise allocable to such limited partner.
Fee Estimator
Location
155 Sansome St, Suite 810, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Dunlap Equity Management, LLC.
Previous Registrations
Dunlap Equity Management, LLC.
State Registrations1 state
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