The DUMONT GLOBAL is a privately held investment adviser that advises $111mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. DUMONT GLOBAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 6.25% over the last 5-years.
The Group has been registered with the SEC for 6.55 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 261 MADISON AVE, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 0 employees comprised of 0 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $111mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $25mn or 22.52% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
DUMONT GLOBAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.