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DUNDAS GLOBAL INVESTORS

EDINBURGH, United Kingdom · CRD 197522 · IAPD ↗ · 44 131 556 2627

$2.36BRegulatory AUM
7Advisory reps
14Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
July 2024 — DUNDAS GLOBAL INVESTORS shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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