William Walsh is a registered investment advisor at Dunedain Capital L.L.C., based in White Plains, NY, with 2 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 1 clients with $180K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dunedain Capital charges a performance-based fee for investment management. Clients pay 25% of the capital appreciation above a 4% hurdle rate, in addition to 0% of assets under management. This fee is only for qualified clients. There is no fee if the portfolio drops in value until it reaches the previous high value.
Location
White Plains, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is an hourly employee of Con Edison, working full-time. He is also the Manager of Dunedain Capital L.L.C., the general partner of Aegis Partners Fund LLC, a private fund.
Employment History
Current Registrations
Dunedain Capital L.L.C.
State Registrations1 state
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