Dunlap Equity Management (DEM) manages investments for a limited partnership. DEM invests mainly in publicly traded stocks, but may also invest in fixed income and derivatives. The partnership also engages in short selling, margin trading, and hedging. Investors in the partnership cannot select investments or strategies; DEM makes all decisions.
Assets Under Management$79M
Clients1
Advisors2
Avg. per Client$79M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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