Adviser Profile
| As of Date | 06/26/2026 |
| Registration status | Registration Changed to DUNLAP EQUITY MANAGEMENT, LLC. |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 56,409,876 -15% |
| of that, discretionary | 56,409,876 -15% |
| Number of Employees | 1 -50% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 56,409,876 -15% |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1