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DUNES POINT CAPITAL, L.P.

RYE, NY · CRD 172538 · IAPD ↗ · dunespointcapital.com · 914-269-2020

$2.56BRegulatory AUM
31Advisory reps
37Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

54
April 2026 — DUNES POINT CAPITAL, L.P. reported RAUM up 47% ($1.74B -> $2.56B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — DUNES POINT CAPITAL, L.P. grew from 21 to 26 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.