A complete list of active advisors currently associated with Dunedain Capital LLC

Warmer can help you find a great advisor at Dunedain Capital LLC or one who fits your needs even better.

Dunedain Capital L.L.C. primarily advises and manages pooled investment vehicles and similar client structures, and it operates a related private fund that it may recommend to suitable investors. The firm also offers ongoing discretionary portfolio management and a tiered, subscription-based financial planning service aimed at clients with smaller investable assets. The firm’s investment process combines multiple analysis methods — including fundamental, quantitative, technical, charting, and cyclical analysis — and it implements a range of strategies from long-term investing to leveraged and derivative strategies such as margin, short sales, and options. Portfolio decisions are documented in Investment Policy Statements and may be executed on a discretionary basis; compensation arrangements emphasize performance-based agreements and fee-for-service planning rather than a traditional asset-based advisory fee. What stands out relative to many peers is the firm’s fee design and client mix: it does not rely on a standard percentage-of-assets fee structure and instead uses performance-based compensation and subscription/hourly planning arrangements, and it recommends its own affiliated private fund, a potential conflict identified in its disclosures. The firm is also explicit that it does not aggregate or block trades across accounts and discloses acceptance of soft-dollar research benefits from custodians, which can affect execution and research considerations.

To learn more about the advisors currently working at Dunedain Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.