Dubin Clark

Fee-Only (% of Portfolio)

Dubin Clark provides investment advisory services to private investment partnerships that primarily invest in growth-oriented lower middle market companies. Dubin Clark formulates investment objectives, manages investments, and provides reports to investors in each partnership. Investment advice is provided directly to the partnerships, not to individual investors. Dubin Clark's investment strategy focuses on business services and niche manufacturing sectors with revenues between $10 million and $100 million.

Assets Under Management$400M
Clients26
AdvisorsN/A
Avg. per Client$15M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Dubin Clark | TrueAdvisor